LIVE OAK WEALTH ADVISORY GROUP

Live Oak Wealth Management Group, LLC is an independently-registered investment advisory firm focused on retirement planning, estate planning, and active investment management. We're in this business for the privilege of helping businesses succeed, helping people live the retirement they've dreamed of, and seeing families build a legacy for generations to come. We recognize the value of the trust our clients place in us. In return, we are committed to preserving their wealth by providing high-quality wealth management planning ideas, sophisticated estate and asset protection recommendations, strong risk-adjusted returns, and the highest levels of service... Our philosophy is simple: we put our clients first and aim to deliver the highest level of service and investment management at all times. We let our results speak for themselves... Wealth Transfer - When it's time to transfer your assets to the next generation, our goal is to make sure it is done properly, competently, and in the..

Also known as: Live Oak Wealth Advisory Group, LLC, Live Oak Wealth Management Group, LLC

Primary location: Houston United States