Live Oak Wealth Management, LLC

www.liveoakwealthmanagement.com

This Covington based Regional Retirement, Investment Management & Estate Planning Firm comprises a group of specialized professionals available to design and implement comprehensive plans to meet our corporate and individual 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.

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This Covington based Regional Retirement, Investment Management & Estate Planning Firm comprises a group of specialized professionals available to design and implement comprehensive plans to meet our corporate and individual 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.

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Country

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State

Louisiana

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Employees

1-10

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Founded

1996

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Potential Decision Makers

  • President / Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Advisor / Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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