Live Oak Wealth Advisory Group, LLC

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Live Oak Wealth Advisory Group | Private Wealth Counsel Skip to content +1 (281) 822-9200 Financial Advisors | Institutional Investors | Follow Us: At a certain level of wealth, a deeper relationship matters more than being broadly served. Schedule a Conversation Explore Our Approach Personalized service starts here. Tell us who you are and we’ll tailor this site to the services, insights, and conversations most relevant to your situation. I am a... Family with Significant Wealth Business Owner Executive / Professional Family in Transition Endowment / Foundation Not sure? Take our self-assessment $ 0 M Assets Under Management $ 0 M Assets Under Advisement* 0 + Years Combined Experience 2010 Firm Launch *Our team has experience advising on, but not directly managing, approximately $420 million in assets. Separately, one of our principals oversees more than $2 billion in assets in a separate family office co-CIO capacity. Please see Disclosure for more detailed info. Why Families Choose Us One Relationship. Every Dimension of Your Financial Life. Your CPA, your attorney, and your portfolio manager are all doing good work. No one is connecting it. Significant wealth demands more than isolated advice. It demands a single point of coordination across every decision that shapes your financial future. See What Makes Us Different Who We Serve Built for a Select Group of Clients Complex financial lives require more than a portfolio manager. We work with families and individuals whose

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