Libertas Wealth Management Group

Reviews

• BG

  Bobby Gniadek

  Dec 6, 2023
  5.0
  Adam, Kim, and Gina are Top Notch. They are very thorough and ensure that you always have everything you need and then some. They truly care about each and every client they represent and go the extra mile to make sure you are clear and comfortable with your investment portfolio. They are always available and very quick to respond to any questions you may have.
• BG

  Brent Graber

  Oct 26, 2023
  5.0
  My wife and I joined Libertas right before the financial turmoil of the past couple of years and I can say that the group of Adam, Kim, and Gina have always been very straight forward with providing options for our financial future. They are always open to running new scenario models for my wife and I as our careers and future goals change from year to year. Moreover, they are very welcoming with questions and concerns. I, like most other people, was very apprehensive about choosing a financial advisor, but Adam and his team have provided our family with a lot of good insight and sense of future stability. Overall, I am very happy with our decision to trust Libertas to manage our financial future over the past couple of years. Adam and his team really focus on a personal client relationship and are very knowledgeable with current market trends. With that being said, if you are big on micromanaging your assets this may not be the best fit for you. My only negative critique would have to be the scheduling. While Adam and his team are great at communication, we probably only talk to them a couple of times per year. Personally, I am okay with this because they are always available when I do have questions. However, if you are big into constant feedback this may not be the place for you. It was very easy to set up an in-person interview and get the pre-onboarding started and I would highly recommend Libertas to anyone looking to secure their financial future.
• JU

  Jonathan Upton

  Oct 2, 2023
  5.0
  The Libertas team got to know me well and I am comfortable with the plan they designed to help me pursue my goals!
• CC

  Chuck

  Jul 24, 2023
  5.0
  I would recommend Adam and Libertas to everyone. They care about their clients in a way that I've not experienced with other advisors. Not to mention Adam's grasp of the market is remarkable! I couldn't be happier with them.
• AJ

  A Johnson

  Aug 4, 2020
  5.0
  We have been with Libertas Wealth Management for 3 months. We transitioned from a large investment firm. Adam and his team met with us 3 times to gain a thorough understanding of our goals, needs and risk tolerance. We are so happy we made the move. We are on a much better path and have a much greater sense of peace. They are truly wonderful to work with.

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