Livingston Wealth Management, LLC has a tradition of helping clients accumulate and retain wealth. Outstanding service and a commitment to excellence have built a solid client base for our firm, largely through referrals. We strive to understand through close and conscientious communication each client's circumstances and goals. We value openness and honesty and consistently display these qualities with our clients. To learn more about our company focus click here.
Learn more about Dan Livingston, CFP®, Kyle E. Livingston, Andrea Agosta and Garnett A. Kellam. With many years of combined experience, they are well qualified to put your portfolio to work for you. To read our team biographies click here.
OUR BUSINESS APPROACH
We assist people in managing their money, creating long-term relationships, not individual transactions. Learn more about how we design detailed financial blueprints and create investment strategies for our clients. To learn more about our business approach click here.