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The Livictus Core Values

Our Core Values shape the firm and its financial advisors. They are our guideposts as we provide customized solutions.

Our Principles:

  • Client needs are always first
  • Professional relationships are based on honesty, trust and mutual respect
  • We provide high quality and personalized service
  • Our advice and guidance will always be objective

Our Process

We believe strongly that this is a relationship business. Our advisors develop a compassionate and long term professional relationships by first getting to know our clients, and their motivations for working with us.

Listen. We take the time and care to LISTEN so we understand what is most important to you and your families. We take the time to understand your unique situation — your opportunities, your challenges and your hopes and dreams for the future. No two clients are alike.

Discovery. The value we bring to our clients goes well beyond choosing and managing investments. We look into every aspect of your financial position – from investments, insurance, to trusts, taxes, business valuations and more. We analyze all forms of risk in your portfolio and life.

Analysis. Once we know where you stand and where you want to go, we get to work. Using our specialized technology, complemented by decades of experience and objective research, we develop recommendations and strategies specifically tailored to you to help you find the best way forward.

Implementation. After achieving consensus with your plan, we then put it into action. We firmly believe that clients must comprehend the risks and the rewards of their individual plan. We are more than willing to work with other professionals such as CPA and Estate attorney to help ensure a holistic approach to your financial plan.

Ongoing Monitoring. Your Livictus advisor and support team will monitor both the markets and your assets to make sure they are performing according to your plan. We will communicate with you as to your progress. As your personal advisor, we are always here for you, so you never have to worry.

Our History

Our History

Livictus has its origins from the Greek word for VICTORY. We believe that winning and succeeding, in life and with your finances, requires a thoughtful and comprehensive plan complemented with a professional team of specialists at your side. Our advisors provide comprehensive financial planning services, with a compassionate, independent, and objective approach to achieving your goals.

The advisors at Livictus Financial Services have a proud heritage of serving the evolving financial needs of our clients for over 50 years. Originally founded as The Nathan Agencies in 1969 by Ronald J. Nathan, putting the client first has always been at the core of how we operate. Today, that same core value based on Ron’s heritage remains stronger than ever. Under the leadership of Christian Sulmasy, the current owner of Livictus Financial Services, the firm and our commitment to clients will not change, and the firm will continue to evolve and adapt to changes in technology and industry trends.

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