Services
Comprehensive Planning Overview
Tailored To Your Unique Needs &
Long-term Financial Goals
Liberty Wealth Advisors provides a full range of wealth planning and investment management services specifically tailored to your unique needs and long-term financial goals. Operating as fiduciaries, we are legally and ethically bound to put your best interests first, working closely with you to design an individualized plan. Our comprehensive offerings include Portfolio Construction & Management, Retirement Planning, Tax Planning, Estate Planning, Insurance & Risk Management, and specialized services such as Charitable Giving, Executive Compensation, Business Ownership Services, Education Funding, Banking & Credit Management, Family Guidance, and Cybersecurity Guidance.
Start a conversation with our credentialed Financial Advisors about building your future.
Your Fiduciary Partner
Liberty Wealth Advisors® is dedicated to simplifying your financial life through expert advice and strategic investment management, allowing you to focus on other priorities. We offer a full spectrum of wealth planning services, supported by low-cost, tax-efficient, globally diversified portfolios, and strategies meticulously tailored to your unique needs and goals. What truly sets us apart is our commitment as an SEC-registered fiduciary advisor: we always place you and your family’s best interests first, leveraging years of experience to guide you smoothly through major life transitions and achieve your long-term financial goals with a customized plan.
Portfolio Construction & Management
We act as a long-term, strategic investment manager, building consistent, tax-efficient, globally diversified portfolios using low-cost funds, emphasizing asset allocation and diversification for risk management. Our Financial Advisors provide objective, holistic guidance tailored to your goals and risk tolerance, with continuous monitoring and rebalancing.
Retirement Planning
It's never too early to start planning for retirement, especially as increasing life expectancies require more money to fund your post-professional life. Our experienced professionals will help you develop a customized plan to meet your unique goals, offering tailored solutions involving IRAs, 401(k)s, pension plans, Social Security, and Medicare.
Tax Planning
Taxes are often the largest expense for high-net-worth clients, which is why we work closely with your existing tax, legal, and accounting advisors to structure investments and transactions to help minimize your overall tax burden. In coordination with your tax professional, our team offers strategies for optimizing retirement plans, engaging in capital gains/loss planning, and reducing taxable Social Security benefits.
Estate Planning
We understand your ultimate goal is to take care of your family and preserve your legacy, which is why we work with your estate planning attorney to ensure your financial and estate plans are properly aligned and regularly updated. Our team provides advice on the implementation of tools like wills and trusts, evaluates potential tax efficiencies, and reviews asset titling and beneficiary designations to maximize after-tax benefits for your heirs.
Insurance & Risk Management
Insurance is a unique financial tool that protects assets and can be incorporated into your financial picture for various personal and business purposes. We help you determine the adequacy, appropriateness, and cost-effectiveness of your existing life, disability, long-term care, and liability policies, coordinating efforts with providers and assisting with Medicare planning.
Charitable Giving
Our role is to help you structure your charitable giving to be as effective and efficient as possible, ensuring your goals are met while maximizing tax benefits and maintaining control. We provide guidance on alternatives like setting up Donor Advised Funds (DAFs) and managing Qualified Charitable Distributions (QCDs), incorporating tax-efficiency into both lifetime giving and transfers at death.
This information does not constitute legal or tax advice. Prime Capital Investment Advisors, ("PCIA"), Private Client Services ("PCS") and their associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.
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