We’ve grown our wealth planning team and ability to serve you beyond our traditional investment management services. This gives you access to the combined experience of our credentialed professionals, serving more than 700 clients*, who can advise you on a wide range of wealth planning and investment-related topics. These may include financial and investment advice, tax planning, retirement planning, college savings planning, elder care planning, insurance planning, business succession planning, gifting and charitable trust planning, and legacy and estate planning. We can also help with strategies and questions about Social Security claiming, Medicare, healthcare, and other life-changing events such as marriage or divorce, and transition to long-term care1.
Our Investment Committee ensures investment decision making rests with more than a single individual. This promotes a broader perspective for the management of your portfolio and provides the depth of a credentialed and experienced team overseeing your investments.
We invest in state-of-the-art technologies to protect your confidential information and provide you with secure, instant access to your account information from anywhere.
1 Liberty Wealth Advisors® does not provide tax, legal or accounting advice. You should consult your own
tax, legal and accounting advisors before engaging in any transaction.