LiveWell Capital Northwestern Mutual

  • Investment Bank/Securities Brokerage
  • Cincinnati OH
  • 38 employees
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Company Overview

Headquarters
3805 Edwards road, Cincinnati OH
Website
livewellcapital.com
Employees
38
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$10B

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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

Investment Management
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FAQ

What is the location of LiveWell Capital Northwestern Mutual's headquarters?
The headquarters of LiveWell Capital Northwestern Mutual are situated at 3805 Edwards road, Cincinnati OH
What is LiveWell Capital Northwestern Mutual's official website?
The official website of LiveWell Capital Northwestern Mutual can be found at livewellcapital.com.
What is LiveWell Capital Northwestern Mutual's current revenue?
As of September 2021, LiveWell Capital Northwestern Mutual's annual revenue reached $10B.
How many employees does LiveWell Capital Northwestern Mutual currently have?
LiveWell Capital Northwestern Mutual employs approximately 38+ people as of September 2021
What are LiveWell Capital Northwestern Mutual's industry tags?
LiveWell Capital Northwestern Mutual's industry tags include: Investment Management

Employee Directory

Key Employees

Andy Scarpitti

Private Wealth Advisor/Co-Founder & Partner

Phone Email

Jared Nickoli

Financial Representative

Phone Email

Shawn Peck

Vice President Operations

Phone Email

Julie Yax

Insurance Coordinator

Phone Email

Kelsey Rosenkrantz

Marketing Director

Phone Email