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
The minutia in the financial world is almost as confusing as the titles, certifications, and designations held by financial professionals in the industry. Many have heard of the CFA (Certified Financial Analyst) designation, but most haven’t heard of its nerdy...read more
Do people care more about beating the market and chasing the biggest returns they can get? Or, do people really just want to keep the same standard of living, enjoy time with their family & friends and live the life they’ve saved and planned to live? Every once in...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!