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
Administrative Assistant Tiffany grew up in Grove City and lives there with her husband, Evan, and their infant son, Tanner. She enjoys spending time with her family; activities like fishing, visiting the Zoo and Cosi, and family game nights. Her family also enjoys...read more
I’ve received a LOT of wonderful feedback about these updates on the state of the market over the last several weeks and I wanted to thank everyone for taking the time to read them, especially our clients. If there’s one “best” way to stay on top of what we’re doing...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!