Liberty’s former affiliate, Liberty Wealth Advisors, a Prime Capital Investment Advisors Company, serves a national clientele and managed over $1.75 Billion on behalf of its clients.
Liberty Wealth Advisors is actively seeking to acquire private wealth management firms, typically registered investment advisors. Liberty is growing its business nationally through a combination of organic growth, increasing asset values, the recruitment of experienced investment professionals and the acquisition of strategically aligned private wealth management businesses.
Liberty’s client accounts are typically in the $1 million to $50 million range. Liberty offers asset allocation oversight as well as specific strategy implementation. While Liberty has the ability to manage and select individual securities for certain clients, Liberty’s advisors primarily specialize in utilizing index funds and exchange traded funds in each investment segment, managing portfolio risk, providing portfolio diversification and helping clients achieve their own specific investment goals while keeping investment costs and fund expenses low and minimizing taxes. Liberty offers clients sophisticated investment advice and highly personalized and customized service for low fees.
Liberty’s offerings in Private Wealth Management include:
Liberty Wealth Advisors is an independent financial planning and Investment management firm based in Naples, FL offering Investment Management, Financial Planning, Retirement Planning, Estate & Legacy Planning, and Tax Efficient Strategies for individuals and businesses nationally.