After spending many decades working at multi billion dollar brokerage and banking institutions, we decided to establish our own firm which we call Liberty Wealth Solutions. Our prime objective is very simple yet extremely important; it is to help our Clients achieve their financial goals so they and their Families can develop financial freedom and independence. Toward that end we provide comprehensive wealth management services where we are unwavering in our commitment to always place our Clients needs ahead of our own. Our process starts with gaining an understanding of our Client’s goals and then we develop an action plan which considers all aspects of their financial resume. We utilize a systematic process and prepare a simple yet highly comprehensive personalized investment plan to assist our Clients in getting from point A to point B. We relentlessly pursue excellence in everything we do and we pride ourselves on our dedication to individual Client service. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Liberty Wealth Solutions is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Liberty Wealth Solutions and Kestra IS are not affiliated. http://www.finra.org/ https://www.sipc.org/ This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.