HOW YOU GET THERE MATTERS
Solutions tailored just for you.
At LiveWell, we specialize in guiding entrepreneurs through the dynamic financial landscape of business ownership.
Our expertise is designed to assist you in managing equity compensation, business income, and investment strategies, aligning them with your personal financial goals. We develop tailored tax strategies that aim to maximize your cash flow and support reinvestment in growth, helping you optimize your wealth.
Our personalized approach aims to provide the clarity and confidence to help you manage your finances effectively, empowering you to focus on building your business and legacy.
No investment strategy can assure a profit and does not protect against loss in declining markets.
Entrepreneur Services at LiveWell
Wealth advisors provide comprehensive guidance across seven 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?
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.
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