Live Oak Wealth Management, LLC

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Live Oak Wealth Management, LLC Live Oak Wealth Management is a Wealth Management Firm that provides investment management, retireme Member FINRA (www.finra.org) / SIPC (www.sipc.com).

Investment Advisor Representatives are Registered Representatives of and offer securities through Purshe Kaplan Sterling, Inc. and advisory services through TD Ameritrade, Inc. Live Oak Wealth Management, LLC is not affiliated with Purshe Kaplan Sterling companies. Securities licensed in: AL, FL, KY, LA, MA, MS, NC, TX & VA. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see full disclosures at our website: www.liveoakfinancial.com

When it comes to investing, age is only one factor in determining how your portfolio should be structured. At Live Oak W...
10/15/2026

When it comes to investing, age is only one factor in determining how your portfolio should be structured. At Live Oak Wealth Management, we help families across Covington and the greater New Orleans area build asset allocation strategies that reflect real-life goals, timelines, and comfort with risk.

A thoughtful approach goes beyond a single number. It looks at where you are today, what you’re working toward, and how much volatility feels right for your household.

If you’d like a second opinion on your current allocation or want to revisit your investment strategy, our team is here to help. Reach out anytime to start the conversation.

A strong retirement plan goes beyond saving — it’s about creating a steady, flexible income strategy that supports your ...
10/12/2026

A strong retirement plan goes beyond saving — it’s about creating a steady, flexible income strategy that supports your lifestyle. That starts with knowing the difference between essential expenses and the things you choose to spend on for enjoyment.

Our team at Live Oak Wealth Management helps families across Covington and the greater New Orleans area make sense of their retirement income planning so they can stay confident through every market cycle.

Swipe through to see how organizing your spending can strengthen your long-term financial strategy.

If you’re ready to build a retirement income plan that fits your goals, we’re here to help. Call us at (985) 624-8916.

Market swings can feel unsettling, but long-term investing remains one of the most reliable ways to build wealth. When v...
10/09/2026

Market swings can feel unsettling, but long-term investing remains one of the most reliable ways to build wealth. When volatility rises, it’s natural to second-guess your plan — and that’s exactly when staying focused matters most.

At Live Oak Wealth Management, our team helps families across Covington and the greater New Orleans area keep their investment strategies aligned with long-term goals. Here are a few reminders to keep in mind the next time the market moves unexpectedly:

• Short-term volatility is normal
• Long-term discipline is what drives results
• A well-built, diversified plan is designed to weather uncertainty

If you’re unsure whether your current strategy still fits your goals, we’re here to help. Call our team anytime at (985) 624-8916 for a second opinion or a conversation about your long-term plan.

Longer life expectancies are reshaping what retirement really means. With more years to plan for, your income, savings, ...
10/06/2026

Longer life expectancies are reshaping what retirement really means. With more years to plan for, your income, savings, and overall financial strategy need to support a longer, more active retirement.

At Live Oak Wealth Management, our team helps families across Covington and the greater New Orleans area build retirement plans designed for long-term stability and confidence.

Thinking about whether your current strategy can go the distance? Reach out to us anytime. We’re here to help you navigate retirement planning with clarity and confidence.

Market volatility and market risk aren’t the same thing, and understanding both can make a real difference in how famili...
10/02/2026

Market volatility and market risk aren’t the same thing, and understanding both can make a real difference in how families approach investing. At Live Oak Wealth Management, we help clients across Covington and the greater New Orleans area make sense of these concepts so they can stay confident in their long‑term strategy.

Swipe through to see how volatility and risk each play a role in portfolio management and why they matter for your financial plan.

If reviewing your portfolio has been on your mind, our team at Live Oak Wealth is here to help. We’re a fiduciary, fee‑based financial advisor serving families throughout Louisiana, Texas, and Mississippi, and we specialize in guiding households with growing or complex financial needs.

Reach out anytime if you’d like a second opinion or want to talk through your investment approach. We’d love to start the conversation.

Liquidity plays a bigger role in a high‑net‑worth portfolio than most people realize. At Live Oak Wealth Management, we ...
09/28/2026

Liquidity plays a bigger role in a high‑net‑worth portfolio than most people realize. At Live Oak Wealth Management, we often remind families that liquidity isn’t just about keeping extra cash on hand — it’s about creating flexibility, stability, and control in your long‑term financial plan.

When you have access to capital without disrupting your investment strategy, it becomes easier to navigate opportunities, unexpected needs, and major life decisions. That’s especially important for households with more complex finances across Covington, Mandeville, and the greater New Orleans area.

If you’ve been thinking about how liquidity fits into your broader strategy, our team is here to help. Give our office a call at (985) 624‑8916 and we’ll find a time to walk through your options.

Tax season may be wrapped up, but there’s still plenty of room for smart planning in the months ahead.A midyear tax chec...
09/24/2026

Tax season may be wrapped up, but there’s still plenty of room for smart planning in the months ahead.

A midyear tax check-in is a great way to get clarity on where you stand and identify adjustments that can still make a difference — whether that’s fine-tuning withholdings, planning for year-end strategies, or exploring tax-efficient investing opportunities.

At Live Oak Wealth Management, our team helps families across Covington and the greater New Orleans area stay proactive with tax planning and overall financial strategy. If you’d like a second opinion or want to understand your options while there’s still time to act, we’re here to help.

Reach out anytime to start the conversation.

Retirement income is all about balance, and our team at Live Oak Wealth Management helps families across the greater New...
09/21/2026

Retirement income is all about balance, and our team at Live Oak Wealth Management helps families across the greater New Orleans area find it. A steady plan matters, but so does the flexibility to adjust as markets and life change.

If you’re thinking about guardrails, spending strategies, or how to keep your retirement income on track in Louisiana, we’re here to help.

Planning isn’t one-size-fits-all, and a flexible approach can make a meaningful difference in the long run. If you’d like a second opinion or want to review your current strategy, reach out to our team in Covington anytime.

Aligning your wealth with what matters most isn’t just inspiring — it can bring real clarity to your long-term financial...
09/17/2026

Aligning your wealth with what matters most isn’t just inspiring — it can bring real clarity to your long-term financial strategy. As your finances become more complex, understanding your goals, values, and priorities becomes even more important.

We work with families throughout Covington and the greater New Orleans area to help ensure their investment strategy reflects both growth and purpose. Here are a few ways to stay grounded in what truly matters:

• Revisit your financial goals regularly
• Understand how each investment supports your long-term plan
• Make sure your tax, estate, and retirement strategies stay aligned

If you want support aligning your financial strategy with what matters most to you, our team at Live Oak Wealth Management is here to help. Reach out anytime to start the conversation.

Building a solid cash reserve is one of the simplest ways to strengthen your financial foundation. It gives your family ...
09/14/2026

Building a solid cash reserve is one of the simplest ways to strengthen your financial foundation. It gives your family a buffer for unexpected expenses and helps support your overall financial plan.

Our team at Live Oak Wealth Management often sees how meaningful this safety net can be for families across Covington, Mandeville, and the greater New Orleans area. Having the right amount set aside can make a real difference when life takes an unexpected turn.

Swipe through to learn what a cash reserve actually is and why it matters.

If you’d like help reviewing how a cash reserve fits into your broader financial strategy, our team is here to support you. Give us a call at (985) 624-8916.

Address

7020 Highway 190, West Ste A
Covington, LA
70433

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19856248918

Website

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