Bridging the Confidence Gap
LIV Wealth Advisors understands the unique challenges that come with life’s
changes. We’re committed to helping our communities navigate them with confidence.
Retirement Redefined
Our mission is to assist clients during significant life changes while
emphasizing the importance of securing their financial future.
Are you due for a financial checkup?
Our team of professionals can assist you as you navigate life’s changes.
We Work For You
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At LIV Wealth Advisors, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
What Does Your Retirement Look Like?
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
Download "Retire Happy," Our Free Ebook!
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
“The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one.”
Mark Twain
Get to Know the Team
Your Team of Financial ProfessionalsOur Philosophy
We believe in fostering enduring relationships with clients, built on open
communication, responsiveness, and ongoing collaboration to help them achieve their financial
goals.
Our Team
Our team’s collective knowledge, skills, and expertise offer you
comprehensive financial planning and investment strategies to fit your lifestyle.
Holistic Wealth Planning
Wealth management involves more than just investment management. Taking a
comprehensive approach that considers various aspects of your financial life includes retirement
planning, tax strategies, estate planning, and risk management.
2025 Five Star Wealth Manager
Congratulations to DawnMarie Corneau, Co-founder and Wealth Advisor, for being a Five Star Wealth Manager Award recipient for the 13th year in a row. Click the link below to learn more on this achievement.