Our Wealth Management service offering provides white-glove, full-service financial advisory and investment management solutions. We serve as a central hub for coordinating all aspects of our clients’ financial lives so that they can focus on what matters most to them.
This tier is served by its own dedicated staff at Liberty Wealth Advisors* and is powered by the investment management capabilities of Portfolio Solutions®.
Wealth Management provides concierge-style services for a competitive fee. Our mission at Portfolio Solutions® is to help you identify your unique financial objectives and achieve confidence in meeting your long-term financial goals. Our experienced Certified Financial Planners™ (CFP®), comprehensive financial planning, and dedicated portfolio management create a trusted, skilled one-stop solution for all your financial needs.
• Portfolio Solutions, LLC may engage Liberty Wealth Advisors, LLC (LWA), an investment adviser registered under the Investment Advisers Act of 1940, as amended, an affiliate of Portfolio Solutions, LLC to provide certain advisory services. LWA provides wealth management services through Investment Advisor Representatives at LWA