Our Approach

At Livingston Wealth Management, we assist clients in managing their finances and building long-term relationships. Our detailed financial blueprints and investment strategies are tailored to each client's:

  • Investment experience

  • Financial goals (near and long-term)

  • Risk tolerance

  • Tax implications

  • Personal considerations

Our Process

Think of our process as a road map. If A is your current financial situation, and B is your future financial goals, we're your guide, steering you from A to B.

1. Initial Meeting

Assess your current finances

Understand your risk tolerance

Discuss goals and income needs

2. Strategy

Analyze data and create a financial plan

Review and explain the plan to you for approval

3. Implementation

Execute the agreed-upon strategy

Investments align with our conservative approach focused on capital preservation and managed risk

Our Investment Philosophy

"The big money is not in the buying or selling, but in the waiting.” — Charlie Munger 

Tailored Planning

  • Portfolios suited for your risk tolerance

  • Investments focused on your end goal

  • Availability of funds when needed

Broad Market Approach

  • Firm foundation in diversified positions

  • Utilization of expert analysts

  • Incorporation of your personal investment preferences

Transparency

  • Straightforward compensation

  • We build relationships, not one-time transactions

  • Your trust is our priority

If you have any questions or concerns, please reach out. We appreciate your business and are committed to earning your trust, and for those whose trust we have earned, we’d appreciate your kind referral.

Let's start your journey towards financial success!

4. Regular Review

Monitor performance and adjust for market or personal changes

Regular communication via phone, visits, or at your convenience