Live Oak Investors – Private Wealth Mgmt

Live Oak Investors, Private Wealth Mgmt is a mortgage broker in Live Oak, TX, specializing in comprehensive financial planning and private wealth management for individuals, families, and businesses across Central Texas. The firm offers retirement planning, estate and life insurance strategies, asset management, 529 college savings plans, and long-term care planning, with a focus on personalized, client-driven solutions. Founded by Jason A. Zamora, CRPC®, with over 25 years of experience in financial services, the company helps clients navigate complex financial transitions with a commitment to integrity and long-term partnership. Serving clients from Boerne to New Braunfels and Corpus Christi, the firm maintains a 5.00 rating based on client feedback and consistent service excellence.

The firm was established with a vision to go beyond standard investment packages, creating a client-centered approach built on trust, transparency, and independence. Jason Zamora began his career at New York Life Insurance at age 22 and became the youngest partner in the company’s history by age 25. His experience in insurance and financial services laid the foundation for Live Oak Investors, which now operates through multiple offices and leverages tools like Money Guide PRO to provide clients with a unified view of their financial picture. The firm emphasizes ongoing communication, regular reviews, and educational events to keep clients informed and engaged in their financial journey.

Located at 114 Oak Park Drive in Live Oak, Texas, the business sits on a residential street within the community’s core. The area is characterized by quiet, tree-lined neighborhoods and proximity to local amenities, though no specific landmarks are listed in the available data.

Live Oak Investors is recognized for its strong online presence and well-structured digital footprint, with search engines easily indexing its services and client resources. The business maintains detailed, accurate information across platforms, reinforcing its reputation as a dependable and transparent advisor in the region. Its commitment to personalized service, long-term client relationships, and financial education sets it apart in the private wealth management space.

As a trusted guide in Live Oak’s financial community, Live Oak Investors helps residents turn retirement aspirations into achievable plans, grounded in strategy, clarity, and confidence.