Company intelligence
LiveWell Capital - Northwestern Mutual
💙 Empowering a Life Beyond Money. | Live What Matters. For Entrepreneurs, Executives, Physicians & Retirees.
About LiveWell Capital - Northwestern Mutual
💙 Empowering a Life Beyond Money. At LiveWell Capital, we believe wealth is about more than growing investments—it’s about creating the freedom to Live What Matters. We partner with entrepreneurs, executives, physicians, retirees, and multi-generational families to help them build, protect, and enjoy their wealth with confidence and purpose. Our integrated team brings together expertise in: 📈 Investment Management 💰 Tax Strategy 📋 Financial Planning 🏢 Executive Compensation (RSUs, PSUs, Options) 🤝 Business Owner Planning (Pre-Exit) 🛡️ Risk Management 🏛️ Estate Planning Whether you’re building a business, preparing for retirement, navigating a major life transition, or creating a lasting legacy, we’re committed to helping you live well… today, tomorrow, and for generations to come. 🏆 Recognition 🏆 Barron’s Top 250 Private Wealth Management Teams — 2026 ⭐ Forbes Best-in-State Wealth Advisor — Ben Beshear (2026) ⭐ Forbes Best-in-State Wealth Advisor — Ben Beshear (2025) ⭐ Forbes Best-in-State Wealth Advisor — Ben Beshear (2023) ⭐ Forbes Best-in-State Wealth Advisor — David Schimberg (2022) ⭐ Forbes Top Financial Security Professional — Ben Beshear (2021) ❤️ Greater Cincinnati Best Places to Work — 2021, 2022, 2024, 2025 & 2026 ⸻ Northwestern Mutual and its advisors do not pay for placement on third-party rating or ranking lists. Northwestern Mutual and its advisors do, however, pay marketing fees to these organizations to promote the ratings or rankings. Rankings and recognitions are not a guarantee of future investment success. Forbes Best-in-State Wealth Advisors (2022, 2023, 2025 & 2026) and Forbes Top Financial Security Professionals (2021) rankings were developed by SHOOK Research based on the evaluation periods published with each ranking.
Verified activity
Signals from LiveWell Capital - Northwestern Mutual
13 published signals
People
LiveWell Capital - Northwestern Mutual is hiring an Operations Associate, Insurance & Investments to join the team.
Reported by LiveWell Capital - Northwestern Mutual
Presence & Recognition
LiveWell Capital - Northwestern Mutual hosted an episode of Lucy in the Corner Office featuring President and Financial Advisor Marty Geiger discussing wealth and retirement planning.
Reported by LiveWell Capital - Northwestern Mutual
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by LiveWell Capital - Northwestern Mutual
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by James Hogan
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by Hayden Courier, CFP®, ChFC®, CLU®, RICP®, TPCP®
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by Michael Calamaro, CFP® ChFC® CLU®
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by Gary Bradford, CLU, ChFC, RICP
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by Andy Scarpitti, CFP®, CPWA®
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by Samuel Waller, CFP®, RICP®, CLU®, ChFC®
Presence & Recognition
LiveWell Capital - Northwestern Mutual team was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by Toby Eng, CLU, ChFC, CFP®
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by David Schimberg
Presence & Recognition
LiveWell Capital - Northwestern Mutual was recognized on stage at Northwestern Mutual's Annual Meeting as a leading firm last month.
Reported by Tek R. Wiegert, CFP®
Research & Knowledge
LiveWell Capital - Northwestern Mutual published a report by Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explaining why sticky inflation, higher debt costs, and uncertainty around AI-related gains make diversification important.
Reported by David Schimberg