Skip to main content

Charting What's Next

For Executives

Learn More

Planning The Next Chapter

For Retirees

Get Started & Explore

Nearing An Exit

For Entrepreneurs

Get Started & Explore

Our Philosophy

True wealth encompasses more than just financial assets, recognizing the importance of five key capitals: Financial, Physical, Intellectual, Relational, and Spiritual.

By considering all five capitals, our approach aims to help you develop a balanced, resilient plan that supports every aspect of your life. At LiveWell Capital, we are dedicated to helping you achieve a comprehensive and fulfilling sense of wealth.

We all have wealth and resources beyond money.

A sound plan is one that acknowledges your wealth beyond your balance sheet.

There are five kinds of capital we all have in our lives.

Planning means weighing all five when preparing for your future.

Learn More
Tree in river

Diversified

Our approach includes a broad mix of asset classes—large cap, mid cap, small cap, international, and alternatives—to manage risk and optimize returns. Depending on portfolio size and other varying factors, such as time horizon and suitability, we may recommend mutual funds, ETFs, individual stocks, bonds, and occasionally private equity or other alternative investments*. The listed options are examples and can vary based on individual needs and circumstances.

Products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Advisors and professionals. Not all products and services are available in all states and not all Northwestern Mutual Financial Advisors offer Alternative Investments. All investments carry some level of risk, including loss of principal invested. No investment strategy can assure a profit and does not protect against loss in declining markets.

Man in suit and tie

Tactical

We adjust our allocation by overweighting or underweighting asset classes based on in-depth research, strategically shifting as market conditions evolve.

No investment strategy can assure a profit and does not protect against loss in declining markets.

Man reviewing business charts

Tax-Efficient

We implement tax-efficient strategies, placing tax-inefficient assets in tax-deferred accounts and low-tax investments in taxable accounts. Through tax loss harvesting, we can capture losses for future tax benefits while maintaining market exposure. Charitable giving and estate planning strategies can help minimize taxes, to help ensure more wealth stays with your family and supports causes you care about.

Financial representatives do not render tax advice. Consult with a tax professional for advice that is specific to your situation.

Our Client Experience

Your Happiness graph

Define

What matters most and what resources (5 capitals) you have available

Get Started & Explore
Real Financial Planning

Design

A plan with cutting edge strategies to help you focus on what you can control.

Get Started & Explore
How do I get there?

Implement

The plan and execute the strategies.

Get Started & Explore

Our Perspectives and Updates

Open road

10 Questions You Should Ask Before You Retire

by David Schimberg & LiveWell Capital

Read More
Growing plant

A New Way to Think About Retirement

by Ben Beshear

Read More
Man using calculator

The 101 on Fortune 500 Compensation Plans

by Andy Scarpitti

Read More
Open hands

Our Happiest Clients Believe in Generosity

by Ben Beshear & LiveWell Capital

Read More
Father holding son

Books to the Rescue: Teaching Your Children About Money

by John Brannon, PH.D., CFP

Read More
Closeup of ice skate

Good Financial Groundwork Takes Flexible Goals-Based Planning

by Brad Weeks

Read More