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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?
    • Our Team
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      • Why You Need Help Managing Your 401K
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Our Team


Our Team

We created Live Oak Wealth Management to offer independent, unbiased financial advice to our clients. Our team was built to stay true to our ideals of always putting our clients’ best interests first and offering unbiased financial advice.

Our team’s 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. Our focus is to secure, maintain, and protect the financial lifestyle of our clients throughout their lifetime.


Meet Matthew

Matthew Gaude obtained a B.S. in Finance from the University of Tennessee before entering financial services in 2000. 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.

Connect with Matthew on LinkedIn


Meet Shawn

Shawn McGuire, CFP®, holds a bachelor’s degree from the University of Georgia and has worked in financial services since 2002 in positions ranging from financial advisor to stock broker and portfolio manager. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he is trained to help clients with virtually all their financial needs.

Connect with Shawn on Linkedin

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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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