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.