LIVE OAK WEALTH MANAGEMENT, LLC (Established in 1996) has served the Greater New Orleans Area and the Southeastern Region since 1996, with clients in over 10 states.
This Covington/Mandeville based Regional Retirement, Investment Management, Corporate & Estate Planning Firm comprises a group of uniquely trained Financial Professionals available to design and implement comprehensive plans to meet our individual, trust and corporate client's goals and desires. Our team strives to provide professional service to our clients and can deliver Retirement, Investment Management, Corporate and Estate Planning Strategies to complex issues affecting corporations, individuals and estates.
OUR FIRM also makes use of an Affiliated National Team of over 2000 Consultants/Advisors across the United States that focus on providing leading edge Financial Strategies.
Here at LIVE OAK WEALTH MANAGEMENT, LLC we will put your best interests first as we work with you to create a customized strategy to address your specific challenges and help you pursue your goals. Once we have agreed on an approach your comfortable with we can move forward with setting up your account. We will monitor your portfolio continuously and get together to review your plan annually.