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
Congratulations to Heather Atkins! She just passed the CRPC® exam! The Chartered Retirement Planning Counselor (CRPC®) designation is awarded by the College for Financial Planning. The program is focused on client-centered problem solving and provides in-depth...read more
Volatility is part of investing, but volatility is not RISK. Risk is losing money in long, drawn-out market crashes. However, without the proper mindset and behavioral training, market volatility can cause stress like no other. Take for instance, the following two...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!