[Boerne, Texas July 21, 2023] – Revolution Wealth Management has joined Live Oak Investors – two respected financial advice firms serving the greater Texas market, are announcing the forming of a powerhouse partnership that will deliver exceptional wealth management and advisory services to clients across the state. The combined firms will operate under the name Live Oak Investors – Private Wealth Management.
With a shared commitment to providing comprehensive financial solutions and exceptional client experiences, Live Oak Investors and Revolution Wealth Management bring together their expertise, resources, and talented teams to create a leading force in the financial advisory industry. The merger is set to strengthen their market presence and enhance the range of services offered to their valued clients.
With over 150 years of experience combined, and a dedicated vision of managing generational wealth, Live Oak has further solidified their position as a trusted partner in the wealth management industry. Additionally, Live Oak Investors will proudly serve 1,300 households, providing tailored financial strategies to meet their unique needs and goals.
“We are excited to join forces with Revolution Wealth Management and embark on this new chapter together,” said Jason Zamora, Founder and President of Live Oak Investors. “By merging our firms, we can leverage our shared expertise and resources to offer an even higher level of service and value to our clients. Together, we will be better positioned to navigate the ever-changing financial landscape and provide innovative solutions to help our clients achieve their financial objectives and retire with confidence.”
The merger brings together a talented team of financial advisors, portfolio managers, and client service professionals who are dedicated to upholding the highest standards of excellence and integrity. With a client-centric approach, Live Oak Investors will continue to deliver personalized financial advice, retirement planning, investment management, and estate planning services, among others, to individuals, families, and businesses throughout Texas.
“We believe that this merger will be highly beneficial to our clients,” said Holly Hagle, of Revolution Wealth Management. “By combining our expertise and resources, we will have the capacity to offer an expanded range of services, advanced technology platforms, and a deeper bench of experienced professionals. This positions us to better serve our clients’ evolving needs and helps them pursue their financial goals with confidence.”
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About Live Oak Investors:
Live Oak Investors – Private Wealth Mgmt is a leading financial advice firm serving the Texas Hill Country and the greater South Texas market. With a client-centric approach, Live Oak Investors offers comprehensive wealth management services, including financial planning, investment management, retirement planning, estate planning, and more. By delivering personalized strategies and exceptional service, Live Oak Investors helps clients pursue their financial goals and build a secure future.
About Revolution Wealth Management:
Revolution Wealth Management is a prominent financial advisory firm with a strong presence in Texas. Committed to delivering exceptional client experiences, Revolution Wealth Management provides comprehensive wealth management services, retirement planning, investment management, and tailored financial strategies to individuals, families, and businesses.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).