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Live Oak Wealth Management, LLC

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Live Oak Wealth Management, LLC

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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

10/23/2026

Many investors use the words "stocks" and "shares" as if they mean the same thing, but they represent different parts of owning a company. Understanding that difference can help you make more informed decisions as you build your long-term strategy.

Our team at Live Oak Wealth Management works with families across Covington, Mandeville, and the greater New Orleans area to simplify complex financial topics and help you feel more confident about your investments.

If you’re unsure whether your portfolio is aligned with your goals, we’d be glad to take a second look. Reach out anytime to schedule a review.

10/20/2026

Building generational wealth is a long-term journey, and our team at Live Oak Wealth Management is here to help families across the greater New Orleans area navigate it with confidence.

It isn’t about one major decision — it's about consistent, intentional steps that strengthen your family’s financial foundation over time. From investment management and tax-efficient strategies to estate planning and legacy planning in Louisiana, each choice contributes to the future you're building.

If creating a lasting legacy is one of your goals, start with the fundamentals. What steps are you taking today that your family will thank you for years from now?

When you’re ready to map out a personalized plan, our team is here to guide you every step of the way.

10/15/2026

When it comes to investing, age is only one factor in determining how your portfolio should be structured. At Live Oak Wealth Management, we help families across Covington and the greater New Orleans area build asset allocation strategies that reflect real-life goals, timelines, and comfort with risk.

A thoughtful approach goes beyond a single number. It looks at where you are today, what you’re working toward, and how much volatility feels right for your household.

If you’d like a second opinion on your current allocation or want to revisit your investment strategy, our team is here to help. Reach out anytime to start the conversation.

10/12/2026

A strong retirement plan goes beyond saving — it’s about creating a steady, flexible income strategy that supports your lifestyle. That starts with knowing the difference between essential expenses and the things you choose to spend on for enjoyment.

Our team at Live Oak Wealth Management helps families across Covington and the greater New Orleans area make sense of their retirement income planning so they can stay confident through every market cycle.

Swipe through to see how organizing your spending can strengthen your long-term financial strategy.

If you’re ready to build a retirement income plan that fits your goals, we’re here to help. Call us at (985) 624-8916.

10/09/2026

Market swings can feel unsettling, but long-term investing remains one of the most reliable ways to build wealth. When volatility rises, it’s natural to second-guess your plan — and that’s exactly when staying focused matters most.

At Live Oak Wealth Management, our team helps families across Covington and the greater New Orleans area keep their investment strategies aligned with long-term goals. Here are a few reminders to keep in mind the next time the market moves unexpectedly:

• Short-term volatility is normal
• Long-term discipline is what drives results
• A well-built, diversified plan is designed to weather uncertainty

If you’re unsure whether your current strategy still fits your goals, we’re here to help. Call our team anytime at (985) 624-8916 for a second opinion or a conversation about your long-term plan.

10/06/2026

Longer life expectancies are reshaping what retirement really means. With more years to plan for, your income, savings, and overall financial strategy need to support a longer, more active retirement.

At Live Oak Wealth Management, our team helps families across Covington and the greater New Orleans area build retirement plans designed for long-term stability and confidence.

Thinking about whether your current strategy can go the distance? Reach out to us anytime. We’re here to help you navigate retirement planning with clarity and confidence.

10/02/2026

Market volatility and market risk aren’t the same thing, and understanding both can make a real difference in how families approach investing. At Live Oak Wealth Management, we help clients across Covington and the greater New Orleans area make sense of these concepts so they can stay confident in their long‑term strategy.

Swipe through to see how volatility and risk each play a role in portfolio management and why they matter for your financial plan.

If reviewing your portfolio has been on your mind, our team at Live Oak Wealth is here to help. We’re a fiduciary, fee‑based financial advisor serving families throughout Louisiana, Texas, and Mississippi, and we specialize in guiding households with growing or complex financial needs.

Reach out anytime if you’d like a second opinion or want to talk through your investment approach. We’d love to start the conversation.

09/28/2026

Liquidity plays a bigger role in a high‑net‑worth portfolio than most people realize. At Live Oak Wealth Management, we often remind families that liquidity isn’t just about keeping extra cash on hand — it’s about creating flexibility, stability, and control in your long‑term financial plan.

When you have access to capital without disrupting your investment strategy, it becomes easier to navigate opportunities, unexpected needs, and major life decisions. That’s especially important for households with more complex finances across Covington, Mandeville, and the greater New Orleans area.

If you’ve been thinking about how liquidity fits into your broader strategy, our team is here to help. Give our office a call at (985) 624‑8916 and we’ll find a time to walk through your options.

09/24/2026

Tax season may be wrapped up, but there’s still plenty of room for smart planning in the months ahead.

A midyear tax check-in is a great way to get clarity on where you stand and identify adjustments that can still make a difference — whether that’s fine-tuning withholdings, planning for year-end strategies, or exploring tax-efficient investing opportunities.

At Live Oak Wealth Management, our team helps families across Covington and the greater New Orleans area stay proactive with tax planning and overall financial strategy. If you’d like a second opinion or want to understand your options while there’s still time to act, we’re here to help.

Reach out anytime to start the conversation.

09/21/2026

Retirement income is all about balance, and our team at Live Oak Wealth Management helps families across the greater New Orleans area find it. A steady plan matters, but so does the flexibility to adjust as markets and life change.

If you’re thinking about guardrails, spending strategies, or how to keep your retirement income on track in Louisiana, we’re here to help.

Planning isn’t one-size-fits-all, and a flexible approach can make a meaningful difference in the long run. If you’d like a second opinion or want to review your current strategy, reach out to our team in Covington anytime.

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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