Liberty Wealth Strategies was created to deliver a high-end level of care to those who entrust us with their financial well-being. We view every client engagement as a unique opportunity to guide decisions that may impact future generations and value the time you spend with us to craft solutions towards your goals. The Vanguard Group has conducted an ongoing study to measure the value Financial Ad
visors provide to their clients from financial planning, behavioral coaching, professional investment management and tax efficiencies. That added value, which Vanguard has titled the “Advisor’s Alpha,” has been quantified at 3%.¹
Our service model takes the Vanguard study to another level by incorporating other professions who specialize in their field. By combining the standard activities of a Financial Advisor with the traditional and complex situations Estate Attorneys and CPAs see each day, we stand committed to serving as your financial quarterback and providing a wonderful client experience. Our relationship with you is a partnership that is built to last throughout generations. We utilize the industry's best technology which supports our capabilities in achieving your personal goals. As we strive to offer you the highest level of service, you will continue to have access to the best resources any institution could provide. It is an honor to be a part of your journey and we look forward to serving your family & friends for many years to come.
¹ Source: Francis M. DiJoseph, Yan Zilbering, and Donald G. Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha. Valley Forge, Pa.: The Vanguard Group.
