Check the background of these investment professionals on FINRA's brokercheck.
At Live Oak Wealth Management, our principals are highly educated, credentialed and have an unwavering commitment to service excellence. We believe in planning before implementing, and are passionately focused on delivering services that meet and exceed client expectations.
With their combined years of experience and varied skills, Shawn and Matthew form a versatile team capable of providing the comprehensive services retirees and pre-retirees need to help grow and preserve their savings, while planning for an income stream during/after retirement. “Live Oak Wealth Management's mission is to help individuals build their wealth through two key principles: wealth accumulation and wealth preservation. We do this by providing our clients and their families personalized wealth management strategies that accommodate their financial needs today and in the future. Our focus is to secure, maintain and protect the financial lifestyle that they envision for themselves throughout their lifetime.”
Shawn and Matthew’s dedication to serving their clients’ best interests has led to a loyal, growing clientele.
Shawn McGuire, who holds a bachelor’s degree from the University of Georgia, has worked in financial services since 2002 in positions ranging from financial advisor to stock broker and portfolio manager. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he is trained to help clients with virtually all their financial needs.
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Matthew Gaude obtained a B.S. in Finance from the University of Tennessee before entering financial services in 2000. Working first as a commodity broker and then as a Business Development Manager for a national broker-dealer, he has the insights and experience to help clients understand the complexities of the market and implement strategies to minimize risk.
Connect with Matthew on Linkedin