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Why Work with Us

Why Work with Us

We offer a full spectrum of wealth planning services supported by low-cost, tax-efficient, globally diversified portfolios. We create strategies that are tailored to your needs and goals while providing you access to your team of advisors anytime and anywhere.

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What Makes Us Different

What Makes Us Different

Years of experience have prepared us to guide you through your life transitions. As a SEC-registered fiduciary advisor, we always place you and your family's best interests first as we develop a customized plan to help you achieve your long-term financial goals.

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How Can We Serve You?

How Can We Serve You?

Liberty Wealth Advisors® advice and investment management services give you peace of mind and allow you to focus on other important areas of your life. 

Services

Our Focus Is On You

Liberty Wealth Advisors® advice and investment management services allow you to focus on other important areas of your life.     

Liberty Wealth Advisors® monitors your portfolio daily so that you don’t have to. We rebalance when necessary in a disciplined manner, which can be emotionally hard to do on your own, especially during periods of market volatility. We manage your portfolio to earn market returns and provide transparent reporting of your returns compared to appropriate benchmarks. 

We also monitor and execute the investment of excess cash, payment of required minimum distributions (RMDs), tax-loss and tax-gain harvesting opportunities, and maintain sufficient liquidity in your portfolio to meet your cash flow needs. 

At Liberty Wealth Advisors®, we work to foster peace in your life and the lives of those around you. We do the daily work necessary to help you build a secure financial future.


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Experience a Better Way to Wealth

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. We offer a Four-Step Process to helping you in your financial journey.

Discovery &#38;&#160;<span>Revelation</span>

Discovery & Revelation

It is important for us to get to know you before working together.

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Information Gathering

Information Gathering

We take a holistic, comprehensive look at your goals and finances.

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Your Personalized Wealth Plan

Your Personalized Wealth Plan

We create a personalized Wealth Plan.

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Implementation

Implementation

We set your wealth plan in action.

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Are you on the right path?

Want a second opinion? Let us help give you peace of mind.

We’re happy to provide you with an objective second opinion regarding your investment portfolio - at no charge - to ensure that you are the right financial path.

We’ll prepare an analysis and share with you how your portfolio stacks up on risk, cost, and performance at no charge to you.

We look forward to speaking with you and keeping you on track for your desired financial future. The peace of mind you will receive from this review will answer any questions you have regarding your portfolio and your ability to achieve your financial goals. 


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Meet Our Team

Annette Vanderlinde

Annette A.Vanderlinde, MBA, CWS®, AIF®

Chief Client Officer

248.689.1550

R. Michael Parry

R. Michael Parry, CFP®

Director of Wealth Planning, Liberty Wealth Advisors

203.323.6666

203.359.1996

Richard P. Meagher

Richard P. Meagher, CFP ®, CFA®

Financial Advisor

248.689.1550

Jennifer Flaherty

Jennifer C. Flaherty, CFP®, CRPC®

Financial Advisor

248.689.1550

Sterling Herrmann

Sterling O. Herrmann, CPFA, CFP®

Financial Advisor

248.689.1550

Ashley Scott

Ashley E. H. Scott, CFP®

Associate Financial Advisor and Compliance Manager

248.689.1550

Dawn Clingan

Dawn E. Clingan

Client Relationship Manager

248.689.1550

Anna Stozek

Anna Stozek

Client Relationship Manager

203.323.6666

Logan Soll

Logan N. Soll

Client Relationship Manager

248.689.1550

Brian Dillbeck

Brian Dillbeck

Chief Financial Officer

Glenn Spencer

Glenn Spencer

Chief Executive Officer

Logan Auch

Logan Auch

Transition Specialist

Scott Duba

Scott Duba, CFA®, MBA

Chief Investment Officer and Managing Director, Wealth Management

Terra McBride

Terra McBride, MBA

Chief Marketing Officer

Tricia Cooper

Tricia Cooper

Director of Human Resources

Will McGough

Will McGough CFA®

Investment Analyst

A Culture of Servant Leadership

What is Servant Leadership?
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