Additional business details
We believe that businesses and families alike cannot afford to experience another big loss, as they did in the crashes of 2000 2002 and 2007 2009. When it comes to managing money, we focus first on defending your portfolio from losses. This is why we call our portfolio and wealth management strategy Defense First. Libertas Wealth Management Group uses a comprehensive Defense First approach and innovative portfolio management to create an individualized path to defend your financial freedom.
At Libertas Wealth Management Group, we don't implement a set it and forget it approach the life savings that you have worked so hard to save up. We don't leave your portfolios to be managed by chance.
wealth management, financial planning, retirement planning, estate planning, portfolio management