Transition to Portfolio Solutions images


We make it easy for you to transition your portfolio to Liberty Wealth Advisors®.  We will work with you to create a custom transition plan. 

Here are some ways we help you achieve a smooth transition:

  • We discuss your circumstances to develop an understanding of your life planning goals.
  • We collect information on all of your investment records to ensure a holistic transition plan that includes all of your assets.
  • We will do the work for you. Let us request the funds and transition investment accounts from your former firm.
  • Ask us any questions you have, and we will create a strategy for your financial future with us.
  • We have multiple advisors trained in the transition process to make it simple and stress free.
  • You have access to us at any time during your transition and in many ways. Meet with us in our offices, on the phone, through email, or videoconference.

Call us today at 800-448-3550 to transition to Liberty Wealth Advisors®.