We believe that businesses and families alike cannot afford to experience another big loss, as they did in the crashes of 2000-02 and 2007-09. When it comes to managing money, we focus first on defending your portfolio from losses. This is why we call our portfolio and wealth management strategy Defense First.
Why We’re Different
I was having a great discussion with a new client this week who is very inquisitive, intelligent, and had a lot of wonderful questions. At one point, we were talking about the many different types of firms one can hire to manage their retirement planning and...read more
Have you ever soaked in a hot tub for a little while and then jumped into a pool? The pool water feels even colder than it normally would, doesn’t it? That’s because you’ve been sitting in warm water long enough for your body to adapt to the temperature and it...read more
What’s My Risk Number?
Is your portfolio aligned with your long term goals? If it doesn’t fit your goals, life circumstances and tolerance for risk & opportunity, it’s not as good as it could be. At Libertas Wealth Management Group, we use an online tool called Riskalyze® to determine your Risk Number. Having this knowledge helps us make the best recommendations for you.
Use the complimentary, no obligation tool and get your Risk Number today!