Wealth Management Services

 

Custom Investments

Complement your portfolio with investments tailored to your unique situation.

-         Custom investment solutions

-         Tax-smart investments & guidance

-         Covered-call option strategies

 

Banking & Cash Management

Maximize your everyday cash with banking and lending products that align with your goals.

-         Checking accounts

-         Concierge mortgage services

-         Securities-backed lines of credit

-         Expanded FDIC insurance on cash assets

 

Wealth Transfer

Establish your legacy and be confident that your wealth will be used how you want.

-         Estate planning

-         Trust administration

-         Charitable giving

 

Liberty Wealth Strategies works closely with community banks and outside institutions such as AssetMark Trust to ensure each family we serve receives a wealth management experience, regardless of your account size.

 

 

Helping Preserve Family Generational Wealth

Please Call Us Anytime at (724) 914-0853

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