Company Overview
- Headquarters
- 3805 Edwards road, Cincinnati OH
- Website
- livewellcapital.com
- Employees
- 38
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$10B
Who is LiveWell Capital Northwestern Mutual
Let's break down this company description and figure out what we can learn about LiveWell Capital. **Here's what we know:** * **LiveWell Capital is a wealth management firm.** This is their core business. * **They are based in Cincinnati, Ohio.** * **They are a multi-generational firm.** This suggests they've been around for a while and have a focus on long-term client relationships. * **They emphasize planning for both today and the future.** This indicates they offer a holistic approach to wealth management, considering both current needs and long-term goals. * **They have a team of experienced advisors.** The mentions of awards and recognitions from Forbes and other sources highlight their expertise and success. **What's missing:** * **Specific services:** While we know they offer wealth management, we don't know the exact services they provide (e.g., investment management, retirement planning, estate planning, etc.). * **Target audience:** Who are their ideal clients? Are they focused on high-net-worth individuals, families, or a specific niche? * **Investment philosophy:** What is their approach to investing? Are they conservative, growth-oriented, or something in between? * **Company size:** The bio mentions 38 employees, but we don't know if this is a small, medium, or large firm. **Overall Impression:** LiveWell Capital appears to be a reputable wealth management firm with a strong track record and a focus on client relationships. However, more information is needed to fully understand their offerings and target market.
LiveWell Capital Northwestern Mutual Industry Tags
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