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Live Oak Wealth Management

Financial Advisors in Roswell, GA

Client Center

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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.


2nd Quarter 2019 Market and Economic Review & Strategy Update

Everything is Awesome! Stock Market at all-time highs, unemployment at record lows, economic expansion at 105 months and interest rates near 2.00%. What can go wrong? Listen to our second quarter stock market webinar to find out!

Watch Webinar

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.

Learn More

Matthew Gaude featured in Proactive Advisor Magazine

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


Read Feature

Market News

What To Do The Day You Turn 62

By Matthew Gaude & Shawn McGuire There are many natural milestones we reach as we go through life, everything from graduating high school and

How Likely Is A Recession?

By Matthew Gaude & Shawn McGuire It’s coming. At least that’s what the headlines keep telling us about the next recession. We’ve been fortunate