How You Get There Matters

Solutions tailored just for you.

Entrepreneur Services at LiveWell

Wealth advisors provide comprehensive guidance across eight key financial planning disciplines—scaled to your personal complexity.

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

Why Choose LiveWell Capital?

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.

Goals Based

Any money needed for shorter-term goals needs to be safe, secure, & relatively liquid (Cash & Cash Alternatives). Money that has a 5–10-year time horizon or longer should be in equities. We use goals to decide our allocation rather than market timing.

Tactical

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

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.

*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.

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