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Third Quarter 2021 Market Review and Strategy Update

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Live Oak Wealth Management

Live Oak Wealth Management

Financial Advisors in Roswell, GA

  • What Makes Us Different?
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Client Center

Active Investment Management


We believe in active management of investments. We create three distinct portfolios for clients. A tactical, Opportunistic Portfolio that takes advantages of the equity market, a Specialized Investments Portfolio that includes non-correlated investments that provide a predictable return with stable value, and a Core Portfolio that includes a low cost selection of dividend and income investments designed to create a steady stream of income. Together these portfolios are customized to help each client reach their individual goals and objectives.  

To learn more about how we manage our clients investments, WATCH A SHORT VIDEO.

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About

Securities offered through American Portfolios Financial Services, Inc., member FINRA/SIPC. *Advisory Services offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Live Oak Wealth Management, LLC is independently owned and not affiliated with APA or APFS.

Contact

LiveOak Wealth Management
10892 Crabapple Rd. Ste. 100
Roswell, GA 30075

Phone:
770-552-5968

Fax:
770-552-5968

Email:
INFO@LIVEOAKWM.COM

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