Personalized Investment Solutions Driven By Experts
Over 100 years of investment experience. Dedicated to serving you.
Our focus at Liberty Private Client is to provide customized investment management, retirement planning and financial planning strategies for individuals and their families, organizations, and corporations to protect and grow their wealth. As a fee-only Registered Investment Advisor (RIA), Liberty Private Client has the flexibility to use virtually any type of investment to help you meet you objectives while eliminating potential conflicts of interest. As a fiduciary, we always strive to put our clients interests first.
We believe every client is unique and work hard to ensure we understand your specific goals, investment objectives, risk tolerance, income requirements, and tax considerations. Only then are we able to properly construct a balanced portfolio tailored to each individual situation.
We believe communication is the cornerstone to a solid relationship and meet with our clients consistently to make sure your portfolio remains on track to meet your objectives as your financial situation evolves over time. A flexible approach helps us adjust and re-position portfolios as market conditions change.
Your assets are held by an independent third party custodian. As a member of the Securities Investor Protection Corporation (SIPC), securities in your account are protected up to $500,000, with a $250,000 limit on cash. In addition, the custodian we are currently using provides each client with almost $150 million in additional protection for securities and $2 million additional protection for cash through supplemental insurance coverage.
We offer Investment Management, Financial Planning, and Retirement Solutions.
Contact us today to find out how we can assist you.
Ease and Convenience
According to your goals, a dedicated Liberty Private Client account specialist will rebalance your portfolio to keep you on track with an easy-to-undersatnd fee structure.
A Better Path Forward Starts With a Simple Conversation.
Once the strategy has been developed and implemented we will make sure you always understand your investments and how they relate to your objectives. You always have access to your portfolio online and will receive monthly statements from your custodian as well as regular consistent communication with your Portfolio Manager. Transparency and strong communication are cornerstones of our approach and we continually strive to maintain our clients trust by delivering exceptional service.
Asset ManagementOur goal is to provide clients with superior risk-adjusted performance, innovative solutions, and high quality client service through individualized attention and customized approaches.
Tax PlanningEvery financial transaction has the potential to affect your tax strategy. Different types of taxation, from federal to state and local, can make planning and filing a serious challenge. Our goal is to reduce the overall tax burden.
Planning for retirement can be confusing and at times overwhelming. We will help guide you every step of the way including organizing, planning, saving, timing, and transitioning to retirement life.
Legacy PlanningWe focus on the values and legacy you wish to leave behind. With a customized plan, you can minimize the emotional impact on your family, retain valuable assets and ensure that your legacy lives on.
Smarter Investing Starts Here
Flexible consultation times available.
Or call — (239) 275-2538
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