Who We Work With

Real People & Real Solutions

Each of these scenarios involve real clients we work with and their stories. Their name(s), titles, and in some cases gender may have been changed for the sake of confidentiality and anonymity.

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Changing Jobs / Careers

You studied hard, you’ve worked hard, and you have experienced a successful career thus far, but you’re at a crossroads where you want to try something different – something new. Perhaps you’d like to pursue work that is more meaningful, […]

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Death of a Loved One

In the summer of 2017, our president, Adam Koos, suddenly lost his only brother, who was killed instantly in a motorcycle accident in Cleveland, leaving behind four amazing young children. No one never expects to face the complications and hassles […]

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Business Owners

Through alliances with a variety of institutional partners including TD Ameritrade Institutional, Pension Design Group, Summit Benefit Solutions, and HR Butler, we design, implement, and manage corporate and non-profit retirement plans for companies based in Ohio with satellite locations across […]

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Selling a Business

Building a business is hard work, long hours, and it’s expensive. We know because we’re a family-owned business, too. Your business is your “baby” and it’s incredibly difficult to let go and move on to the next chapter in your […]

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Clients Around the Country

In this day and age, technology is omnipresent and an integral part of our lives, and for this reason, Libertas Wealth has clients all over the United States. It all started many years ago when we experienced our first client […]

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Nearing Retirement / Already Retired

Whether you’re planning for retirement – or if you’re already enjoying your retirement years – we help you define your goals and coordinate your tax, estate, investment, supplemental income, healthcare, and financial planning all into one comprehensive, stress-free plan. Once […]

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Women in the “STEM” Industries

Many people believe that earning a high level of income translates into immedaite success. Professionals in the STEM (Science, Technology, Engineering, and Mathematics) industries have higher starting salaries than most other fields and being in this industry group often means […]

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Executives with Stock Options / Grants

One of our specialties lies in understanding the intricacies of your company compensation plan. You may be one of the few hard-working, successful individuals who own one or more of the following: Qualified and Non-Qualified Stock options Restricted stock plans […]

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What’s My “Risk Number?”

Does your retirement portfolio match your long term goals. How much risk are you really taking?

 

Free Portfolio Risk Analysis

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Whether you’re planning for retirement, managing a life transition, or concerned about the longevity of your retirement nest egg, we’re here to help.

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