Livingstone Wealth Management

At Livingstone Wealth Management, we specialize in people, their money and their choices. We do this through a range of financial planning to create wealth, and accounting and tax planning to support your financial plan.

We offer our clients peace of mind and the guidance to help them make wise, lifetime decisions along their path to success. We are a team, working in partnership with our clients and their other professional advisors to ensure a comprehensive approach to long-lasting, financial decisions.

Our clients appreciate the guidance we provide them to keep them on course with their financial plans. They also appreciate our easy to read quarterly reports that illustrate the progress in their portfolios, as compared to their goals. The quarterly reports and contact with us on an as-needed basis ensures that clients are kept informed of their portfolios’ performance and they receive the help they need to maintain their financial plans.

Credo

At Livingstone Wealth Management:

  • We put our clients’ interests ahead of our firm's interests
  • We adhere to the highest standards of truthfulness, integrity, and trustworthiness
  • We maintain confidentiality of our client’s information and circumstances
  • We tell clients the truth and we are ready to defend our opinion even though it may adversely affect firm revenue or endanger continuance of the client relationship
  • We provide only those services for which the firm is competent and that provide full value for the client.

Confidentiality

We hold our entire staff to the highest level of confidentiality and professionalism. Whether you are sharing your personal information with a partner or a client service representative, your confidentiality is always respected.

We are dedicated to creating wealth and wealth management for our clients.  A task we excell at; you be the judge.