Your Wealth, Your Way

The pathway to high net worth is no longer restricted to the ultra-wealthy. Today, there are more opportunities for people of all ages to gain financial freedom while running their own business or working in the creator economy. LiveWealth Group is a financial, tax, and investment service that fuses tried-and-tested wealth management expertise with next-generation technology. We specialize in helping entrepreneurs, creators, and self-employed individuals create a financial roadmap that is as bold and robust as their lifestyle goals.

What We Do

Our services are designed to cover the entire scope of financial support for individuals and small businesses. The result is for you to focus on what matters and feel confident that your financial situation is not only taken care of, but it’s designed to grow.

Achieve long-term financial success with our services, including:

Tax Accounting and Management

Your unique situation may make taxes complicated and intimidating, The good news is that we understand the strategies needed to ease your tax burden while ensuring that you’re minimizing your liabilities. Our tax services are positioned to maximize your earnings.

Financial and Investment Planning

Investments and financial planning can be confusing, especially when you’re young or just starting your financial journey. Our goal is to set you up for long term success with a customized financial plan tailored to your goals. You will benefit from our expertise and experience, and gain access to a wide range of financial products and services.

Risk Management and Insurance

Protect your financial future, and your family’s wellbeing with long term insurance products. Count on our experience to advise for specialized insurance products aimed at maximizing cash value, and ensuring benefits for the next generation.

The LiveWealth Process

Your financial profile

Using advanced analytics, we visualize your financial picture. What are your assets and liabilities, debt-to-income and net

Financial plan building

We use the data captured from your financial discovery exercise to start crafting a multi faceted financial plan specific to you.


Our experts in each field will conduct 1 on 1 meetings with you to finalize and implement each part of your financial plan. We will craft the final plan based on your input and financial comfort with each step.

Ongoing Review

We will conduct quarterly reviews of your financial plan to identify areas of growth over time to adapt to changes in the market or your personal financial picture

The LiveWealth Difference

We are equipped to handle unique situations and customized financial solutions based off of your goals.

At LiveWealth, we are experts in handling non-traditional financial and income situations such as content creators, small business owners, and solopreneurs. We understand both the challenges and opportunities that come with being self-employed and we’re here to help you maximize your potential without sacrificing your lifestyle.

Who We Are

With over 100 years of combined experience working with ultra-high net worth individuals, we understand the full scope of financial services and can help you with financial planning, tax and accounting, and investment strategies. Our team of financial professionals include:


Great company & easy to work with

LiveWealth Group has transformed my business journey. Their tailored financial solutions for entrepreneurs have helped me build a solid foundation, allowing me to focus on innovation and expansion.

John Wolf

CEO of Quantum Mechanic Inc.

Helping me build my online empire

LiveWealth Group has been a game-changer for my content creation career. Their customized services have optimized my taxes, managed my investments, and protected my assets, empowering me to unleash my creative genius.

Emma B

Youtube Digital Creator

Amazing team HIGHLY recommend

LiveWealth Group understands athletes like no one else. Their tailored services have provided me with financial security, allowing me to focus on dominating my sport with peace of mind.

Michael J

Professional Baseball Player