About Libertas wealth management
Libertas Wealth Management: Creating, Enhancing, and Protecting Your Financial Wellbeing
Libertas Wealth Management is a financial advisory firm that specializes in creating, enhancing, and protecting the financial wellbeing of its clients. The company's mission is to help its clients focus on what they truly want out of life and lay a pathway to achieve it.
With over 20 years of experience in the industry, Libertas Wealth Management has built a reputation for providing personalized financial advice that is tailored to each client's unique needs. The company's team of experienced advisors works closely with clients to understand their goals and develop customized strategies that align with their long-term objectives.
At Libertas Wealth Management, the focus is on building long-term relationships with clients based on trust and transparency. The company believes that open communication is key to achieving success in any financial plan. That's why they take the time to listen carefully to their clients' needs and concerns before developing a strategy that meets those needs.
The services offered by Libertas Wealth Management include investment management, retirement planning, estate planning, tax planning, risk management, and more. Each service is designed to help clients achieve their specific financial goals while minimizing risk.
Investment management services are designed for individuals who want professional guidance when it comes to investing their money. Libertas Wealth Management offers a range of investment options including stocks, bonds, mutual funds, exchange-traded funds (ETFs), alternative investments such as private equity or real estate investments trusts (REITs), among others.
Retirement planning services are designed for individuals who want help preparing for retirement. This includes developing a comprehensive retirement plan that takes into account factors such as income sources (e.g., Social Security benefits), expenses (e.g., healthcare costs), inflation rates over time etc.
Estate planning services are designed for individuals who want help managing their assets after they pass away. This includes creating wills or trusts which can be used to distribute assets according to the client's wishes.
Tax planning services are designed for individuals who want help minimizing their tax liability. This includes developing strategies that take advantage of tax deductions and credits, as well as minimizing taxes on investment gains.
Risk management services are designed for individuals who want help managing risk in their investment portfolios. This includes developing strategies that minimize the impact of market volatility on investments.
Overall, Libertas Wealth Management is a company that is dedicated to helping its clients achieve financial success. With a focus on personalized service and open communication, the company has built a reputation for providing high-quality financial advice that is tailored to each client's unique needs. If you're looking for a trusted partner in your financial journey, Libertas Wealth Management may be the right choice for you.