Liberty Wealth Management, LLC

Liberty Wealth Management, LLC provides investment management and financial planning to a broad mix of clients, including individual and high‑net‑worth investors, trusts, estates, employee retirement plans, and charitable and corporate entities. Services include ongoing discretionary portfolio management, holistic financial planning, 529 college planning, hourly and project consulting, and third‑party manager programs.

The firm delivers advice through a team of Adviser Representatives who develop Investment Policy Statements and use a combination of fundamental and quantitative analysis for portfolio construction, alongside access to third‑party managers and directly held mutual fund share‑class programs. Liberty emphasizes continuous client contact and offers bundled implementation services (tax coordination, estate support, and educational seminars) while facilitating access to private market investments when appropriate.

Liberty is notable for operating alongside several affiliated businesses that extend beyond typical multi‑team advisory offerings, including an affiliated law practice, a tax preparation entity, a real‑estate management company, and an insurance field marketing business, which the brochure discloses may be recommended to clients when suitable. The firm’s affiliate Liberty Alternative Asset Management (LAAM) acts as a conduit to a private energy fund and involves performance‑based compensation structures for those private investments; the brochure discloses these arrangements and the attendant potential conflicts of interest.