Live Oak Private Wealth

Financial ServicesNorth Carolina, United States11-50 Employees

Live Oak Private Wealth is a mid-sized financial services firm based in Wilmington, North Carolina. Founded in 2020 through the acquisition of Jolley Asset Management, the company focuses on wealth and investment management for affluent individuals and families pursuing their financial goals. It emphasizes innovation, technology, industry expertise, and a personalized approach to support clients with a high-quality service experience.

Its team provides investment and wealth advisory services, wealth analytics and solutions, portfolio development, and planning across business, estate, retirement, and financial needs. As a trusted financial partner, the firm aims to support clients with expert insight, collaboration, and care to help wealth grow over time.

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