Our Company

COMPANY FOCUS

Livingston & Hill Wealth Management, LLC has a tradition of helping clients accumulate and retain wealth. Outstanding service and a commitment to excellence have built a solid client base for our firm, largely through referrals. We strive to understand through close and conscientious communication each client's circumstances and goals. We value openness and honesty and consistently display these qualities with our clients.

As an independent firm, we provide financial planning services and investment management for individuals, trusts, and businesses. We believe that clients are entitled to independent counsel based on objective data and time-proven strategies – provided by an organization that has no proprietary products or “preferred” provider relationships that can compromise our advice.

Our company is dedicated to serving clients that value a disciplined approach to managing their financial success, and a service-focused relationship with an advisor that encourages timely, thoughtful action. We provide clients with highly customized financial planning and investment management. Our practice is founded on the principle that our clients deserve straight forward advice that is offered by highly experienced and trusted advisors.

We provide our clients with advice based on time-tested principles they need to make sound financial decisions. Our practice is relationship based – backed by an experienced staff dedicated to providing each client with extraordinary service and attention. We believe that our clients are best served in the context of a relationship dedicated to their success.

Investment Products

We customize investment programs for organizations, employees, and individuals. We are a single point of contact for the following services:

Financial Planning
From paying for education, to preparing for retirement, we work with you to develop and implement a lifetime financial plan for protecting your interests and achieving your dreams.

Equity Services
Brokerage transactions for common and preferred stocks, warrants, and other securities which are listed on the national securities exchanges, as well as unlisted (OTC) offerings.

Mutual Funds
Experienced guidance in recommending and selecting professionally managed mutual funds for large and small investors.

Government and Agency Securities
We offer all forms of government securities, including Treasury Bonds, Notes, and Bills; GNMA and FNMA mortgage-backed securities; and zero coupon bonds.

Corporate Bonds and CDs
For those seeking competitive taxable current yields, we offer listed and unlisted corporate bonds and convertible bonds, and broker federally insured certificates of deposit from other financial institutions.

Tax-Exempt Securities
Through our bond-trading desk, we offer a variety of attractive, tax-free, municipal bonds from local and national issuers.

Professional Money Management
We serve as professional money managers, supervising your portfolio and recommending changes to keep your investments aligned with the rapidly changing financial environment and your goals.

Annuities and Life Insurance
Through our insurance affiliate, Capitol Risk Management, Ltd., we help clients achieve well-balanced portfolios with the ability to secure low-cost, competitively priced policies for life insurance, retirement plans, and tax-deferred accrual of gains and interests.

Retirement Benefit Plans
We help establish tax-advantaged retirement plans for individuals and corporations. Low-cost IRA, Profit Sharing, Money Purchase, Simplified Employee Pension (SEP), 401(k), and Pension Plans are all available.

Money Market Funds
We offer Money Market Funds that emphasize quality, income, and preservation of capital. Cash management, government securities, and tax-exempt funds are available, with current prospectuses available upon request.

Stock Options
With our direct connections to all major options markets, we can assist you with option strategies to suit particular investment objectives. Current options risk disclosure documents and additional information is available upon request.

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