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
