Our Mission:
We are dedicated to helping you obtain financial peace of mind by balancing your current needs with your future goals.
What We Do:
We provide comprehensive financial planning and investment services on a Fee Only basis. Our firm is a Register Investment Advisory Firm (RIA) registered with the Securities and Exchange Commission (SEC) with offices in Santa Cruz, Sacramento and Silicon Valley. We pride ourselves on working with you in a collaborative, supportive, “down to earth” manner while utilizing prudent methodologies and state-of-the art tools.
Our Goal:
To provide you with a financial plan that helps you achieve your short and long-term goals and helps protect you and your family against the “bad things” that can cause you economic harm. You investment portfolio will be based on your goals keeping in mind your risk capacity and tolerance. It will also be low cost, tax efficient, easy to understand and designed to provide a high return for your appropriate risk level.
How We Are Different:
Our founder and primary advisor (Mark Astrinos) is a Certified Financial Planning professional, CFP® and a Certified Public Accountant (CPA). We work with you on a team approach, but there is one primary advisor with whom you will interface. Our fees are hourly, project or retainer based. Our fees are never a percentage of assets under management and we will never sell investments or insurance.
As a “Fee-Only” registered investment advisor and fiduciary, we keep your interests foremost at all times.
We invite you to give us a call to schedule a no cost “Get Acquainted” meeting and learn more about how we can help address your financial concerns and needs.
Libra Wealth LLC (“Libra Wealth”) is a registered investment advisor. Libra Wealth provides investment advisory and related services for clients nationally. Libra Wealth will maintain all applicable registrations and licenses as required by the various states in which it conducts business.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 16185 Los Gatos Blvd, Suite 205,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- librawealth.com
- Keywords
- Los Gatos.
- HQ
- Los Gatos, California
Libra Wealth Questions
Libra Wealth's website is librawealth.com
Libra Wealth's LinkedIn profile is https://www.linkedin.com/company/librawealth
Libra Wealth has
4 employees.
View email and phone details for 4
employees at Libra Wealth.
Libra Wealth's industry is
Financial Services
Libra Wealth's top competitors are
Simply Paraplanner,
Libra Investment Services / Apollo®,
Libra Asset Management,
Cerity Partners,
Domain Money,
Coastal Wealth,
Corbett Road Wealth Management,
Libra Wealth Consultants,
Lido Advisors, Llc,
Wealth Enhancement.
Libra Wealth's categories are Financial Services
Libra Wealth's founding year is 2017
