Live Oak Private Wealth
Investing
Why pick this one
Live Oak Private Wealth combines CFP-led comprehensive planning with CTFA trust and estate guidance, retirement planning, charitable giving, and goals-based investment plans.
Best for
- Families needing integrated investment, retirement, cash flow, trust, and estate planning
- Clients planning multigenerational wealth transfers
- Families seeking corporate trustee services
- Investors wanting a custom, goals-based investment plan
- Clients incorporating charitable giving into their financial strategy
Look elsewhere if
- Clients seeking only standalone cash-flow planning
- Investors seeking only a product recommendation without comprehensive financial planning
Specialties
- comprehensive financial planning
- trust and estate planning
- corporate trustee services
- retirement planning
- charitable giving strategies
- goals-based investment planning
Certifications
- SEC-registered investment adviser
- Certified Financial Planner (CFP)
- Certified Trust and Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
What makes them different
- Comprehensive planning addresses investments, trust and estate matters, retirement, cash flow, and charitable giving
- Custom investment plans use a goals-based approach
- Team includes CFP, CTFA, and CFA credentialed professionals
- Corporate trustee services are provided through a strategic partnership with Alliance Trust Company of Nevada
- Clients can access their accounts through a single sign-on
Distilled from this business's own website.
Contact & Location
- Address
- 1741 Tiburon Dr, Wilmington, NC 28403-6244
- Phone
- +18444695679
- Website
- http://www.liveoakprivatewealth.com/
Services
- wealth management
- financial planning
- investment planning
- cash flow management
- trust and estate planning
- retirement planning
- charitable giving planning
- corporate trustee services