Who We Are
Our Financial Services Firm
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 focus on a value driven quality process to help our Clients reach their goals through every financial phase of their lives (Wealth Accumulation, Wealth Management, Wealth Preservation and Wealth Transfer). 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.
Kestra Financial
Kestra Financial, Inc. empowers leading independent advisors to provide superior client service. Headquartered in the “Silicon Hills” of Austin Texas, Kestra Financial supports more then 1700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC, Kestra Advisory Services, LLC (Kestra AS) and Kestra Private Wealth Services, LLC (Kestra PWS). Securities offered through Registered Representatives of Kestra IS. Investment Advisory Services offered through Investment Advisor Representatives of Kestra AS or Kestra PWS, an affiliate of Kestra IS.
www.kestrafinancial.com (http:www.kestrafinancial.com)
About Fidelity Clearing & Custody Solutions®
Every broker/dealer needs a clearinghouse to provide trade execution, clearing, and other related services for your brokerage accounts. Kestra Investment Services, LLCs brokerage accounts are carried by National Financial Services, LLC, member NYSE/SIPC. Securities in accounts carried by National Financial Services, a Fidelity Investments Company, are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000. The $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection for claims for cash, subject to periodic adjustments for inflation, in accordance with terms of the SIPC statute and approval by SIPC’s board of directors. National Financial Services has also arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are ineligible for coverage.
Fidelity Investments is an independent company, unaffiliated with Kestra Financial, Inc. and its subsidiaries. Fidleity Investments is a service provider to Kestra Financial, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between Kestra Financial, Inc. and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kestra Financial, Inc. and does not guarantee, or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC.
Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.