Live Oak Private Wealth

We're dedicated to providing high-net-worth individuals & families with the wealth & investment management strategies they need to pursue their financial goals.

[Live Oak Private Wealth @LOPrivateWealth]

Read our full investment commentary and letter to clients by downloading the second quarter 2022 Letter: https://t.co/JR86AS7cRU

[Live Oak Private Wealth @LOPrivateWealth]

...with the Rocky Mount-based firm now discontinuing its former name and coming solely under the Live Oak Private Wealth logo. We’re excited to continue our meaningful partnership with our fantastic clients, for generations to come.

[Live Oak Private Wealth @LOPrivateWealth]

In early 2020, Live Oak Private Wealth and Jolley Asset Management joined forces to further solidify our position as a highly client-focused wealth management firm based in eastern North Carolina. Over a year in the making, this partnership has now come full circle...

[Live Oak Private Wealth @LOPrivateWealth]

Don’t miss our latest quarterly letter, where we weigh in on the wild ride of the past 12 months and also unpack our thoughts on our growth, value and international investing strategies. Read the full letter: https://t.co/OqJnnQH6Ci

[Live Oak Private Wealth @LOPrivateWealth]

Each of our team members brings a unique skill set to the table. As a fiduciary, we are loyal to you and your family, and we put your interests first. We’re redefining wealth management for high net-worth individuals.

[Live Oak Private Wealth @LOPrivateWealth]

Curious about what happens in your initial conversation with us? The planning meeting goes far beyond simply giving you a two-page questionnaire & then plugging you into a product. Schedule your engaging planning session so that we can create a custom plan https://t.co/ezh9lPUxB0

[Live Oak Private Wealth @LOPrivateWealth]

We believe that you deserve experienced guidance—which is why we are proud to provide comprehensive financial planning that is focused on your family’s goals. Our Certified Financial Planners are ready to discuss your goals and develop a plan. Contact us: https://t.co/sUpzb1wKY8

[Live Oak Private Wealth @LOPrivateWealth]

Managing director Bill Coleman includes insightful commentary in his quarterly letters. In his most recent letter, he highlights the importance of optimism even in the face of current challenges. Learn more at https://t.co/dFwmm39XkB

[Live Oak Private Wealth @LOPrivateWealth]

We know that it's easy to get confused and distracted by media noise when it comes to monitoring investments. Stay focused! #QuotesFromBill #LOPW

[Live Oak Private Wealth @LOPrivateWealth]

Read Daniel's top 4 reasons to appoint a non-family trustee https://t.co/mPesqqaM6n #LOPW #TrusteeTips

[Live Oak Private Wealth @LOPrivateWealth]

It is nearly impossible to accurately and thoroughly advise an individual without knowing their entire financial landscape - Andy Basinger https://t.co/kCGgpjzEkB #LOPW #LiveOakPrivateWealth #FinancialLandscape

[Live Oak Private Wealth @LOPrivateWealth]

What an incredible evening at our annual #openhouse event last week! Former U.S. Navy SEAL Rob O’Neil shared his story and made a lasting impression on our team members and clients. #Thanks to all who attended!

[Live Oak Private Wealth @LOPrivateWealth]

Did you know that it’s often best to appoint a non-family #trustee? Doing so can help you mitigate many legal risks and family conflicts. Learn more in our latest blog post. https://t.co/9WdexzIGUF

[Live Oak Private Wealth @LOPrivateWealth]

Check out this article to learn more about the good, the bad and the ugly when it comes to rolling over from a Roth 401(k) to a #RothIRA. https://t.co/iWXuTxtQhb

[Live Oak Private Wealth @LOPrivateWealth]

We’re thrilled to announce our strategic partnership with Alliance Trust Company of Nevada to offer trust and #estateplanning services to our clients. To learn more about our #trustservices and read the full release, visit https://t.co/Ug01MadzvZ.

[Live Oak Private Wealth @LOPrivateWealth]

Sure, #LaborDay means a long weekend, but it’s also an opportunity to celebrate the contributions workers have made to the strength, prosperity and well-being of our great country. We hope everybody has had a fun, safe (and yes, long) Labor Day weekend! #HappyLaborDay

[Live Oak Private Wealth @LOPrivateWealth]

What's an advisor to do when a decedent names the wrong beneficiary on retirement accounts—or no beneficiary at all? https://t.co/6290Lh72dj

[Live Oak Private Wealth @LOPrivateWealth]

Want to make sure you and your family are protected for whatever life throws your way? A properly executed estate plan is a critical part of a comprehensive financial plan. Check out our blog post to learn more. https://t.co/67zEJP4c3c

[Live Oak Private Wealth @LOPrivateWealth]

Happy 4th of July, everyone! Here's to a fun, safe weekend of celebrating the red, white and blue! #4thOfJuly #IndependenceDay

[Live Oak Private Wealth @LOPrivateWealth]

All too often, people believe that cash flow planning, also known as retirement planning, is the same thing as a comprehensive financial plan. That’s far from the truth. Read our blog post to learn more: https://t.co/R9U4qVDm7S