Verified recordInvestment Management

Lindsey Tocco

Chief of Staff, Associate Financial Advisor at Livewell Capital - Northwestern Mutual

Based in Detroit, United States

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Seniority

C-Team

Department

General Business & Management

Location

Detroit

Industry

Investment Management

Company size

105

Contact information

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l•••••••@livewellcapital.com

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Background

About Lindsey Tocco

True wealth encompasses more than just financial assets, recognizing the importance of five key capitals: Financial, Physical, Intellectual, Relational, and Spiritual. We firmly believe: We all have wealth and resources beyond money. A sound plan is one that acknowledges your wealth beyond your balance sheet. There are five kinds of capital we all have in our lives. Planning means weighing all five when preparing for your future. By considering all five capitals, our approach aims to help you develop a balanced, resilient plan that supports every aspect of your life. At LiveWell Capital, we are dedicated to helping you achieve a comprehensive and fulfilling sense of wealth. Start the conversation today.

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