Liberty Wealth LLC offers financial services to help clients pursue their financial goals. The company provides resources related to retirement, investment, insurance, and taxes, including educational content.

Liberty Wealth LLC

Liberty Wealth Advisors® | 994 followers on LinkedIn. Liberty Wealth Advisors® offers a full spectrum of financial advisory and wealth planning services. | Liberty Wealth Advisors® offers a full spectrum of financial advisory and wealth planning services supported by low-cost, tax-efficient, globally diversified portfolios. We embrace the principles of Servant Leadership to help clients work confidently towards achieving their long-term financial goals. 

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser.

Retired

Gary J. Brancaleone, CFP®, CRPC®

Liberty Wealth Advisors

Emily Salimbene

President at Liberty Wealth Advisors. Serving clients and colleagues is my passion!

Annette VanderLinde, MBA, AIF®, CWS®

Financial Advisor and Compliance Manager at Liberty Wealth Advisors

Ashley Scott, CFP®

Liberty Wealth Advisors®

October is National Cybersecurity Awareness Month! Our team has put together a new blog highlighting the 4 essential things every #retiree should know about safeguarding their #financial data. Discover how partnering with an advisor can provide an extra layer of security for your wealth. Don’t wait—read our latest blog today! https://lnkd.in/gZG3QvEM

Now is the time to discover how to align your personal risk tolerance with your long-term financial objectives in our webinar on September 18th at 1:00 PM EST. During this webinar, we will unpack: The fundamentals of risk tolerance and its crucial role in investment decisions. Explore the different categories of investment risk tolerance and how they apply to individual investors. Learn strategies for aligning your personal risk tolerance with your long-term financial objectives. Don’t miss this chance to boost your financial knowledge and confidence! #InvestingWisely #FinancialGoals https://lnkd.in/gaxkSnhD

Everyone has biases—yes, even when it comes to finances! But recognizing them is key to making better investment decisions. Join us on September 18th at 1:00 PM EST for a webinar that will help you understand and align your true risk tolerance with your financial goals. Don’t miss out! #FinancialWellness #InvestmentStrategies https://lnkd.in/gaxkSnhD

We are delighted to be recognized by InvestmentNews for all the good things going on at Liberty Wealth Advisors!

📆 Mark your calendars for April 12 at 2:00 PM EDT! Our upcoming webinar will take a deep dive into recent #economic updates and other key investment themes, like #artificialintelligence and the U.S. #election ! Secure your spot now! #Webinar https://lnkd.in/gEhDYcMT

Exciting news! Join us for our Q1 client webinar on January 26 at 1:00 PM EST! We can't wait to share insights on the state of the economy and the stock market in election years. Don't miss out – secure your spot now! See you there! #Webinar #FinancialInsights https://lnkd.in/gKwM-Siv

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Liberty Wealth LLC