Investing For Your Future
Welcome to Livingston Wealth Management
Financial Planning
Wealth Management
Confidence
What We Do
We partner with you to create and implement a lifetime financial strategy tailored to protect your interests and work toward your financial goals.
We get to know you and create a customized investment portfolio based on your goals and our expertise.
Unsure if your savings will support your lifestyle?
Uncertain if your wealth is being maximized?
Worried about inadequate savings impacting your goals?
Perhaps you’re concerned that your wealth isn't effectively growing to outpace inflation, maintain buying power, or meet future needs.
You deserve confidence in your finances.
Reliable
Local and always available when you need us.
Responsive
Meeting your needs promptly.
Competent
Licensed and continuously educated.
Empathetic
Individualized solutions for each client.
Our Approach
At Livingston Wealth Management, we are dedicated to helping clients accumulate and retain wealth. Our outstanding service and commitment to excellence have led to a solid client base built largely through referrals. We believe in open, honest communication to fully understand each client's circumstances and goals.
Our Services
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Financial Planning
From education expenses to retirement preparation, we create comprehensive lifetime financial plans.
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Professional Money Management
Active portfolio supervision and adaptation to financial changes.
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Retirement Benefit Plans
Tax-advantaged plans including IRAs, 401(k)s, and more.
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Government and Agency Securities
Treasury Bonds, Notes, Bills, and more.
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Corporate Bonds and CDs
Competitive taxable yields from reputable issuers.
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Tax-Exempt Securities
Attractive municipal bonds from trusted issuers.
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Annuities and Life Insurance
Low-cost, competitively priced policies.
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Equity Services
Brokerage for stocks, warrants, and more.
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And Much More
Let us know what you’re looking for.
Our Firm At A Glance
1997
YEAR FOUNDED
2
LOCATIONS
1
DEDICATED TEAM
You don’t need to navigate your finances alone.
Your dreams are our purpose. Wherever you are on your life’s journey, our team of advisors is here to support you.
Fulfill your future.
Feel confident with time-tested financial principles guiding you. Experience client-centric care dedicated to your success, and enjoy confidence knowing experienced advisors are managing your wealth.