LiveWell Capital
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
3805 Edwards Rd Ste 200, Cincinnati, Ohi...Phone Number
(513) 366-3618Website
www.livewellcapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LiveWell Capital
LiveWell Capital is a multi-generational & cross-functional wealth management firm. The company's planning helps clients live well - today, tomorrow & beyond; ensuring the work & effort you put in continues for years to come. The company's 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 RaRead more
LiveWell Capital Org Chart
JB
Portfolio Manager
JY
Insurance Coordinator
NM
Client Services Coordinator
CL
Investment Operations Associate
TE
Lead Partner and Private Wealth Advisor
CZ
Financial Planning Analyst
KM
Financial Planning Analyst
JK
Financial Planning Analyst
KK
Financial Planning Analyst
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LiveWell Capital is a multi-generational & cross-functional wealth management firm. The company's planning helps clients live well - today, tomorrow & beyond; ensuring the work & effort you put in continues for years to come. The company's cross-functional team specializes in wealth management, executive compensation, business planning & risk manag... Read More
