A complete list of active advisors currently associated with Livelife Capital Partners LLC

Warmer can help you find a great advisor at Livelife Capital Partners LLC or one who fits your needs even better.

LiveLife Capital Partners is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates and retirement plans, managing roughly $372 million across a five‑advisor team and about 261 client relationships. The firm provides discretionary portfolio management, financial planning and consulting, family‑office style services, and retirement plan advisory, and offers both wrap and non‑wrap account arrangements. The firm’s investment approach is primarily long‑term and fiduciary‑oriented, building diversified portfolios using low‑cost mutual funds and ETFs while also employing alternatives, structured notes, individual securities and options when appropriate; it may use direct indexing via a third‑party sub‑advisor for customized tax and indexing needs. LiveLife Capital conducts ongoing portfolio oversight, supports held‑away asset management through third‑party platforms (Pontera and Black Diamond), and allows clients to place reasonable restrictions on holdings. Distinctive operational features disclosed in the brochure include sponsorship of a wrap‑fee program that bundles execution, custody and reporting services, and a formal practice of engaging promoters to introduce prospective clients. The firm also documents the use of borrowing (margin or pledged‑asset loans) and derivatives/option strategies within separately managed or tailored accounts, and provides family‑office advisory and sub‑advisory services for life‑insurance wrappers—capabilities that are less common among peer team firms.

To learn more about the advisors currently working at Livelife Capital Partners LLC, 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.