What We Do and How We Can Help
A live oak is one of the most incredible trees. It’s strong, protective, and solid, withstanding storms and turbulent weather. We were inspired by the mighty oak, which serves as the symbol of our firm’s philosophy of providing strength, perfection, and a solid financial foundation for our clients.
Who We Are
Live Oak Wealth Management is a financial services firm dedicated to providing the comprehensive services retirees and pre-retirees need to help grow and preserve their savings, while planning for an income stream during/after retirement.
Our mission is to help individuals build their wealth through two key principles: wealth accumulation and wealth preservation. We do this by providing our clients and their families personalized wealth management strategies that accommodate their financial needs today and in the future.
Our focus is to secure, maintain and protect the financial lifestyle that they envision for themselves throughout their lifetime. We believe in planning before implementing, and are passionately focused on delivering services that meet and exceed client expectations.
Who We Serve
While we work with a wide array of clients, we specialize in serving the planning and investment needs of pre-retirees and retirees, small business owners, and employees of small and large companies where we provide guidance and investment recommendations regarding their 401(k) plans.
Our clients are hard-working, family-oriented people where their days are consumed by work and family. They don’t have time to keep up with the stock market and financial news that could have a direct impact on their investments. Our goal is to take that responsibility off of their shoulders and provide guidance through goals based planning to help them work toward their personal goals.
Because our clients rely on us to manage and monitor their financial life, we work hard to gain their trust. It’s important for our clients have to trust us in order for them to allow us to manage their life savings. Our clients know we are only a phone call or email away and are always available to answer any questions they may have.
Along with the trust we nourish, our clients also frequently tell us that we do what we say we are going to do. We stand by what we say we’ll do and do all in our power to build strong relationships with all of our clients.
What We Offer
At Live Oak Wealth Management, we are committed to providing comprehensive planning, investment solutions, advocacy and guidance, customized for each client’s personal situation. We are personally committed to helping each client plan and make good decisions through our financial planning process.
Our process takes into account all of your goals and objectives and encompasses risk analysis, cash flow, retirement, estate planning, taxes, education, and income strategies to help bring you clarity and guidance. It is through our planning process that we help our clients prepare for life’s expected and unexpected circumstances.
Regardless of the specific services our clients seek from us, the greatest benefit we hope to provide is helping them pursue their goals and objectives. We also strive to cut through the financial noise in the media and break down information into easy-to-understand advice with transparency and an effective plan. With so many misinformation and conflicting news reports, people are so overloaded with information that isn’t necessarily beneficial for their specific circumstances. Our goal in working with individuals and their families is to make sure they have all information pertinent to their specific situation that allows them to make educated decisions.
We enjoy meeting new people to learn more about their goals and discuss how we may be able to help. If you have financial questions, please call or email us. If you’d like to meet in person, we offer a no obligation meeting to get acquainted. Get started today by clicking to SCHEDULE A MEETING or by calling 770-552-5968.
Matthew Gaude is an investment advisor representative* and the co-founder of Live Oak Wealth Management, a financial services firm in Roswell, Georgia. He serves the planning and investment needs of corporate employees, those approaching or in retirement, and 401(k) plan sponsors. Working first as a commodity broker and then as a Business Development Manager for a national broker-dealer, he has the insights and experience to help clients understand the complexities of the market and implement strategies to minimize risk. To learn more about Matthew, connect with him on LINKEDIN or visit www.liveoakwm.com.
Shawn McGuire is a financial advisor and the co-founder of Live Oak Wealth Management, a financial services firm in Roswell, Georgia. He serves the planning and investment needs of corporate employees, those approaching or in retirement, and 401(k) plan sponsors. He has worked in financial services since 2002 in positions ranging from financial advisor to stock broker and portfolio manager. As a CERTIFIED FINANCIAL PLANNER™ professional, he is trained to help clients with virtually all their financial needs. To learn more about Shawn, connect with him on LINKEDIN or visit www.liveoakwm.com.