2020 Year in Review and 2021 Preview and Strategy Update

Live Oak Wealth Management

Financial Advisors in Roswell, GA

Client Center

Welcome to Live Oak Wealth Management

At Live Oak Wealth Management, we are committed to providing unbiased and independent financial advice near Atlanta. We serve corporate employees as well as self-employed business owners. Our clients are busy, but want to plan for a secure retirement and have a partner they can count on along the way.

We help individuals with retirement planning and social security. We’re always available to our clients to answer their questions and address their concerns. We work closely with our clients to put into place a financial road map that helps them feel more excited about their financial future.

 


Financial Planning

It is through our planning process that we can help you prepare for life’s expected and unexpected circumstances.


Retirement Income Planning

We have created a 3-tiered portfolio solution through active investment management, founded in solid planning, that is designed to help generate predictable income.


Active Investment Management

Our Active Investment portfolios are customized to help each client reach their individual goals and objectives.


Participant 401(k) Management

We serve the needs of participants by providing an independent, third party research service in a fiduciary relationship in order to help you make better investment decisions and regain control of your 401K.


2020 Economic and Stock Market Review and 2021 Preview and Strategy Update

2020 Year In Review and 2021 Preview and Strategy Update

The questions we hear the most are, “How will the stock market react to a Democratic president?” or a “Democratic controlled House of Representatives and Senate?”The #1 question and concern we are receiving now is regarding the upcoming Presidential election. With heightened tensions around the country and an even more polarizing election coming up, how will the stock market react?

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Need Help Managing Your 401(k)?

Participant 401(k) Plans

As an employee with a 401(k) plan, you have many options. We help you understand those options and decide on your next steps.

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Matthew Gaude featured in Proactive Advisor Magazine

"Delivering the risk management that investors want requires new strategies that can respond to changing markets."


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Market News

Your 2021 Tax-Preparation Checklist

By Matthew Gaude & Shawn McGuire Tax season is approaching quickly, and the last thing you want is to get close to finalizing your taxes, only