There is too much noise and bad information & advice that can truly inhibit your ability to realize the American Dream. Our philosophy is Defense First because “offense” hasn’t been the answer since things have changed…and things have changed.
At Libertas Wealth Management, it’s our belief that families and businesses alike cannot afford to experience another loss like they did in 2000-2002…or 2007-2009. Like any sport, we believe that an offense without defense is worthless.
Most financial advisors cherry-pick the “latest, greatest” 10-year track record on a mutual fund portfolio and compare it to what you’re doing now, in an attempt to convince you that history will repeat itself. They’ll show you stock market charts, refer to historical epics in time, and tell you that “You haven’t lost anything unless you sell it. Just stay the course and you’ll be just fine.”
At Libertas Wealth Management, we believe that while history can look a lot like today, we’re trudging thru unprecedented times…and unprecedented times require unprecedented action. What does this mean? It means that we don't implement a "set it and forget it" approach to your life savings that you have worked so hard to save up. It means that we don't leave your portfolios to be managed by chance. Our job isn’t to make you rich – it’s to keep you from getting poor.
When your life savings is in question, it’s not good enough to make a profit…..you have to keep the profit, too.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 5003 Horizons Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- libertaswealth.com
- HQ
- Columbus, OH
Libertas Wealth Management Group, Inc. Questions
Libertas Wealth Management Group, Inc.'s website is libertaswealth.com
Libertas Wealth Management Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/libertas-wealth
Libertas Wealth Management Group, Inc. has
7 employees.
View email and phone details for 7
employees at Libertas Wealth Management Group, Inc..
Libertas Wealth Management Group, Inc.'s industry is
Financial Services
Libertas Wealth Management Group, Inc.'s top competitors are
Bridge Wealth Partners,
Meeder Investment Management,
Peerless Wealth Llc,
Vawter Financial,
Elevate - Business Transition (Exit) Planning,
Libertas Wealth Management,
Adrenaline Advisor Consulting,
Keystone Financial Group - Ohio,
Ross Wealth Advisors, Llc.,
Royal Oak Financial Group.
Libertas Wealth Management Group, Inc.'s categories are Financial Services
Libertas Wealth Management Group, Inc.'s founding year is 2004
