A complete list of active advisors currently associated with LIV Wealth Management
Warmer can help you find a great advisor at LIV Wealth Management or one who fits your needs even better.
The firm provides comprehensive financial planning and ongoing portfolio management to individuals, high‑net‑worth clients, small businesses, and retirement plans. Services described in its brochure include cash‑flow and debt analysis, retirement and estate planning, investment consultation, and implementation of portfolios using mutual funds, ETFs, individual securities, and institutional investment managers. Its investment approach blends Modern Portfolio Theory, Core‑plus‑Satellite, and passive strategies, with customized asset allocations based on client objectives, time horizon, and risk tolerance and with scenario analysis and stress testing to address tail‑risk. The firm manages accounts on both discretionary and non‑discretionary bases, conducts due diligence on sub‑advisers, and generates written plans and periodic reviews for clients. Compared with peers, the firm is notable for actively serving pension and profit‑sharing plan clients and offering pension consulting and plan‑sponsor services — including IPS development, benchmarking, vendor RFP support, and the option to serve as an ERISA fiduciary. The firm is newly formed and operates at a boutique scale (managing roughly $11.7 million across a small client base), and the principal maintains outside community‑building and fitness business interests and an insurance license, which the firm discloses and manages as potential conflicts.
To learn more about the advisors currently working at LIV Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Long Lake, MN
| 19
|
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