At Liv Wealth Management, we act as true fiduciaries, meaning we are legally and ethically bound to put your interests above all else. Unlike commission-driven advisors, we offer unbiased, transparent guidance with no hidden agendas. Your financial journey is unique, and our role is to provide the clarity, honesty, and expertise needed to make informed decisions that serve your long-term well-being.
Your investments should reflect more than just financial goals—they should align with your values. Whether you prioritize socially responsible investing, ESG, or any other considerations, we help you create a portfolio that balances financial growth with intentional impact. Every financial decision is a vote for the kind of world you want to live in, and we ensure your investments support both your future and your principles.
We believe financial planning is about more than just numbers—it’s about creating peace of mind and freedom to live life on your terms. Money touches every aspect of life, from the way we care for our families to the dreams we pursue. That’s why we go beyond spreadsheets and financial models to understand your vision for the future, helping you make choices that bring stability, fulfillment, and confidence.
Our Dala Horse style logo represents resilience, heritage, and intentional living. Liv, meaning “life” in Nordic tradition, reflects our belief that financial well-being goes beyond numbers to balance, fulfillment, and purpose.
Inspired by the Nordic way of life, we help clients align their finances with their values, dreams, and vision. True wealth isn’t just about accumulation—it’s about living with intention and meaning.
At Liv Wealth Management, our process is designed with you in mind—simple, transparent, and rooted in your values and goals. We guide you through four key steps to create a financial plan that brings clarity, confidence, and alignment to your wealth and life.
A No-Pressure Intro Conversation. We start with a casual, no-obligation visit to get to know each other. This is about understanding your needs, goals, and whether we’re the right fit—without high-pressure sales or rushed decisions.
A Holistic Review. We take a deep dive into your financial picture, reviewing cash flow, tax planning, investments, retirement readiness, insurance and legacy planning. This step provides a clear roadmap of opportunities and adjustments to align your finances with your life’s vision.
Once we understand your full financial picture, we develop a custom strategy tailored to your values and goals. We outline specific steps to optimize your finances, manage risk, and create a plan that supports both your short-term and long-term success. This is also where we begin to integrate life planning beyond the numbers.
With your customized plan in place, we provide continuous support, accountability, and guidance. We meet regularly to adapt your strategy, review progress, and navigate life’s financial decisions—so your wealth stays aligned with your evolving goals.