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Live Oak Wealth Management, LLC

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Covington, LA
Live Oak Wealth Management, LLC

Live Oak Wealth Management is a Wealth Management Firm that provides investment management, retireme Member FINRA (www.finra.org) / SIPC (www.sipc.com).

Investment Advisor Representatives are Registered Representatives of and offer securities through Purshe Kaplan Sterling, Inc. and advisory services through TD Ameritrade, Inc. Live Oak Wealth Management, LLC is not affiliated with Purshe Kaplan Sterling companies. Securities licensed in: AL, FL, KY, LA, MA, MS, NC, TX & VA. The third-party comments displayed are not verified, may not be accurate

and are not necessarily representative of our client experience. Please see full disclosures at our website: www.liveoakfinancial.com

08/31/2026

Inflation terms like CPI, PPI, and PCE show up in the headlines all the time, but understanding the differences can give you a clearer view of what’s really happening in the economy. Each indicator highlights a different angle of pricing trends, consumer behavior, and overall economic health.

Our team at Live Oak Wealth Management helps families throughout Covington, Mandeville, and the greater New Orleans area understand how inflation and market conditions connect to long-term financial planning.

If you’re wondering how these factors might impact your investment strategy or retirement plan, we’re here to talk through it. Reach out anytime to start the conversation.

08/28/2026

Holding a large position in a single stock or asset can put more of your net worth at risk than you may realize. As markets shift and concentrated positions grow over time, it’s worth taking another look at how balanced your overall strategy really is.

Our team at Live Oak Wealth Management helps families across Covington and the greater New Orleans area evaluate concentrated stock exposure, potential tax impacts, and smart ways to rebalance or diversify. Whether you’re exploring long-term investment management, tax‑efficient strategies, or a second opinion on your current plan, we’re here to help.

If you’re unsure how much of your portfolio depends on one asset, reach out and start the conversation with us.

08/25/2026

Effective financial planning for high‑net‑worth households means keeping every moving part working together. At Live Oak Wealth Management, we help ensure your financial decisions and timing strategies stay aligned so you can move through the year with clarity and confidence.

Our team takes a coordinated approach with your CPA, attorney, and other professionals to support your long‑term goals.

Want to see how a unified plan can benefit your family? Call us to start the conversation.

08/21/2026

Planning for retirement can feel overwhelming, especially when so much information out there is based on assumptions instead of reality. That’s why it’s important to understand what’s fact and what’s fiction as you plan for your future.

We put together a few common retirement myths along with the truth behind them to help you make more confident decisions.

If you’re unsure whether your current strategy is on track, our team at Live Oak Wealth Management is here to help. We serve families throughout Covington, Mandeville, and the greater New Orleans area with fiduciary financial planning and retirement guidance.

Have questions about your retirement plan? Reach out anytime—we’re here to support your next step.

08/19/2026

Thoughtful gifting can make a real difference for your family’s long‑term plans, but the strategy behind those gifts matters just as much as the amount.

When multiple recipients, trusts, or larger transfers are involved, early planning helps keep things organized and avoids last‑minute tax or reporting surprises. Taking time now to review your approach can lead to clearer decisions and a smoother process before year‑end.

At Live Oak Wealth Management, our team works with families across the greater New Orleans area to coordinate financial, tax, and estate planning strategies. If you’re considering year‑end gifts or want to make sure your plan supports your goals, we’re here to help you move forward with confidence.

Have questions about your gifting strategy this year? We’d love to hear your thoughts.

08/17/2026

A thoughtful financial plan should align your wealth with what matters most to you. For many high‑net‑worth families, that includes charitable intentions, legacy goals, and a clear strategy for estate and wealth transfer.

At Live Oak Wealth Management, our team helps families across Covington, Mandeville, and the greater New Orleans area keep these planning pieces organized, updated, and aligned with long‑term priorities.

If you’re reviewing your estate plan or thinking about multi‑generational goals, we’re here to help you navigate the options.

Give us a call to talk through your next steps. (985) 624-8916

08/14/2026

High‑net‑worth households face unique financial challenges, and a one‑size‑fits‑all approach simply isn’t enough. At Live Oak Wealth Management, we bring the deep expertise and thoughtful portfolio management that complex finances demand.

Our team takes time to understand your full picture so we can build strategies aligned with your long‑term goals, tax considerations, and legacy priorities.

If you’re looking for a more intentional and tailored approach to wealth management, we’d welcome the chance to talk. Reach out anytime to start the conversation.

08/11/2026

Strategic financial planning for high‑net‑worth households goes far beyond choosing investments. At Live Oak Wealth Management, we help coordinate the bigger picture — tax planning, cash flow, liquidity, and long‑term strategy — so your finances work together with purpose.

If you're looking for clarity around complex decisions, our team is here to help. Small adjustments today can create meaningful impact over time.

Want a second opinion on your financial plan? Call us at (985) 624‑8916 to get started.

08/06/2026

For many high-net-worth families, financial decisions don’t happen in a vacuum. An investment shift can change your tax outlook. Adjusting asset ownership can influence your estate plan. A new charitable giving strategy can affect both.

When these areas aren’t coordinated, your financial picture can become fragmented. A mid-year review is a great time to make sure your investment strategy, tax planning, estate planning, and philanthropic goals are all aligned and working together.

At Live Oak Wealth Management, we help families with more complex finances bring clarity and structure to their broader plan. If you’d like to see how these pieces fit together within your overall strategy, our team is here to help.

08/03/2026

For high‑net‑worth households, taking a year‑round approach to financial planning can make a meaningful difference. At Live Oak Wealth Management, we encourage proactive reviews of your plan, your investment strategy, and your tax outlook long before year‑end deadlines arrive.

A mid‑year checkup can help reduce stress later and keep your long‑term goals on track. Our team in Covington works closely with families across the greater New Orleans area to align investments, taxes, and estate planning needs.

If you’ve been thinking about a second opinion or want to revisit your strategy, we’re here to help. Call us at (985) 624‑8916 and let’s talk about your next steps.

Address

7020 Highway 190, West Ste A
Covington, LA
70433

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19856248918

Website

https://www.liveoakwealthmanagement.com/

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