Financial Freedom is the confidence of knowing you have a well-designed plan to realize your most cherished goals. At Liberty Wealth Management of Raymond James, we apply a thorough approach to managing wealth, combining goal-focused financial planning with skillful investment management. Our goal is to give the successful individuals and families we serve the freedom to enjoy the significant endeavors and interests in their lives.
Liberty Wealth Management of Raymond James is a firm founded on the principles of financial planning and professional investment management. While our planning and investment resources are extensive, our client process, client experience, and client services separates us from most of our competition. We serve our clients with a consultative, fiduciary team-based approach that examines and services all aspects of their financial lives in a very comfortable and private office building and atmosphere.
Adding spice to food can be the difference from a bland dinner to a gourmet dining experience. At Liberty Wealth Management we add SPICE to your financial experience. While we use the acronym “SPICE” to make sure you are receiving that extra special holistic and detailed experience it also helps explain to our prospects how we may differ from our competition or your current advisors. We strive in each area of SPICE to give our clients a 5-star experience. Do you have great SPICE in your life?
- Services
- Planning
- Investments
- Communication
- Education/Events
We hope you enjoy all the pictures of our beautiful city captured through the lens of local artists. We find Lake Superior, the largest freshwater lake in the world, to be a powerful symbolic representation of our approach to wealth management as our client’s journey through life with similar basic needs, and unique individual wants and wishes. As the lives of our clients evolve (marriage, careers, children, education, retirement, estate planning, caring for the aging, loss of loved ones) the Liberty Wealth Management team strives to be this constant - a financial team, and friend, they can always depend on.
