Welcome, we’re Live Oak Wealth Management, a Wealth Management Firm in Mandeville/Covington, Louisiana. We understand that individuals face unique challenges as they prepare for retirement. We can help take the uncertainties out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
"Women have overtaken men and now control more than half of all U.S. wealth and will likely take an even bigger piece of the pie in coming years, a new study has revealed. About 51 percent, or $14 trillion, of American personal wealth is now controlled by women, according to the Bank of Montreal's Wealth Institute. The Canadian bank also expects them to control about $22 trillion by 2020."
-Business Insider.com, April 7, 2015
We create strategies tailored to your goals and desires.
Financial Independence means you can relax in your retirement security.
We enjoy building trusted relationships that span generations.
Our Monthly Investment Luncheon provides a summary of our portfolio management services, retirement planning and estate planning ideas, followed by a focused investment discussion by one of our guest speakers.
When the market fluctuates, it can feel like being on a neverending rollercoaster ride. Download our free ebook, "Don’t Panic,” to learn why market volatility isn’t as scary —or uncommon— as it seems.