This fall, our entire team at Liberty Wealth Advisors assembled for a few days in our Stamford, CT office. With two office locations and team members spread out among 5 different states, it’s a rare opportunity where we can all gather together for a few days. Not only was it a time for some good old-fashioned team building, but it was a time for each of us to consider how we’d like to professionally grow and develop in 2026. We are proud of what we do - serving our clients to help them achieve their financial goals - and we’d like to continue to improve upon that mission.
Sound financial advice and planning experience is so hard to find, and we take our work very seriously. We recognize that you have your choice of investment firms and are honored that you have chosen to work with our team.
Wishing you an enjoyable fall season,
Annette A. VanderLinde, MBA, CWS®, AIF®
President