Movers & Shakers
Cedarhurst, N.Y. — Wealth advisor Sam Waller of Hewlett is making big moves on Long Island.
Waller has officially partnered with LiveWell Capital, a fast-growing national firm that’s part of the Northwestern Mutual Private Client Group. The partnership began June 30 and brings LiveWell’s signature brand of personalized financial planning to clients on the Island and beyond.
“This partnership reflects our shared dedication to delivering exceptional, personalized financial guidance to clients,” Waller said. “By aligning with LiveWell Capital, our clients will benefit from deeper resources, greater expertise, and the backing of a firm that’s redefining what it means to live well—financially, and beyond.”
LiveWell Capital is known for helping young families, professionals, and those entering or currently in retirement plan for the future with confidence. With offices now in Cincinnati, Detroit, San Francisco, Washington D.C., New Jersey, Chicago, Tampa and Cedarhurst, the firm provides financial planning services to more than $2.5 billion in client assets.*
“We are thrilled to welcome Sam and his team to LiveWell as we expand our presence in the Northeast,” said Ben Beshear, CEO and Private Wealth Advisor at LiveWell Capital. “Sam exemplifies the values we care most about – putting clients first, leading with integrity and recognizing that true wealth is about more than just money.”
The Long Island team will stay the same, but clients can expect an enhanced experience through LiveWell’s robust national platform, including a new digital hub at livewellcapital.com.
“This is about more than growth—it’s about aligning with a firm that shares our values,” Waller said. “We’re excited to bring this expanded opportunity to every client we serve, and to be part of a firm that’s helping people live intentionally and abundantly.”
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important.
With nearly $700 billion of total assets’ being managed across the company’s institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 109 on the 2025 FORTUNE 500 and was recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2025.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.
* As of July 2025. Figure refers to assets under management as advisors of Northwestern Mutual Wealth
Management Company. Ben Beshear and certain other individuals use LiveWell Capital as a marketing name for doing business as
representatives of Northwestern Mutual. LiveWell Capital is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. For additional information, visit livewellcapital.com. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries.
Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC and the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank. Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.
