LiveWell Capital is a multi-generational & cross-functional wealth management firm. Our planning helps clients live well - today, tomorrow & beyond; ensuring the work & effort you put in continues for years to come. Our cross-functional team specializes in wealth management, executive compensation, business planning & risk management.
-Awarded Forbes Best-in-State Wealth Advisors - Ben Beshear - 2023
-Awarded Forbes #4 Top Financial Security Professional - Andy Scarpitti - 2022
-Awarded Forbes #6 Top Financial Security Professional - Tek Wiegert - 2022
-Awarded Forbes Best-in-State Wealth Advisors - David Schimberg - 2022
-Awarded Forbes Top Financial Security Professionals - Ben Beshear - 2021
-Recognized as Greater Cincinnati's Best Places to Work 2022 & 2021!
Northwestern Mutual (Nm) And Its Advisors Do Not Pay for Placement On 3rd Party Rating or Ranking Lists. Nm And Its Advisors Do, However, Pay Marketing Fees to These Organizations to Promote the Rating or Ranking(S). Rankings And Recognitions Are No Guarantee of Future Investment Success.
Forbes "Best-In-State Wealth Advisors" List (April 2022), Research and Ranking Provided by Shook Research, LLC. Based Upon Data as of 6/30/2021.
Forbes Top Financial Security Professionals List (July 2022). Research And Ranking Provided by Shook Research. Based Upon Data as of 12/31/2021.
Forbes Top Financial Security Professionals List (October 2021). Research And Ranking Provided by Shook Research. Based Upon 2020 Data.
Company Details
- Employees
- 54
- Founded
- -
- Address
- 3805 Edwards Road,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.livewellcapital.com/
- Keywords
- Milwaukee.
- HQ
- Cincinnati, OH
Livewell Capital - Northwestern Mutual Questions
Livewell Capital - Northwestern Mutual's website is https://www.livewellcapital.com/
Livewell Capital - Northwestern Mutual's LinkedIn profile is https://www.linkedin.com/company/livewell-capital
Livewell Capital - Northwestern Mutual has
54 employees.
View email and phone details for 54
employees at Livewell Capital - Northwestern Mutual.
Livewell Capital - Northwestern Mutual's industry is
Investment Management
Livewell Capital - Northwestern Mutual's top competitors are
Socium Advisors,
Park Avenue Capital,
Sparks Financial,
Mcgill Junge Wealth Management,
Camienne Financial,
Feg Investment Advisors,
Lakefront Capital,
Northwestern Mutual,
Live Well Financial,
Birmingham Country Club.
Livewell Capital - Northwestern Mutual's categories are Investment Management
Livewell Capital - Northwestern Mutual's founding year is 2020
