Headquartered in Frisco, TX, Libertas Capital Management, LLC is a full service financial planning and wealth management firm. With over 15 years of experience in the financial services industry, we work with clients to design a personalized plan to not only help reach their financial goals, but also leave a legacy for the ones they love. Partnering with Family Wealth means that we can offer a large variety of financial products and services to clients from all walks of life. Our firm specializes in retirement planning as well as investment strategies for individuals, businesses and entrepreneurs. At Libertas, we bring extensive experience and professionalism to every meeting and customize our plans to your individual needs and concerns.
Our advisors are constantly researching market trends and monitoring performance of the best financial products available with historically proven results. In addition to planning, the advisors at Libertas Capital Management have a heart to educate our clients on all the options available, and equip them with basic financial principles to preserve and grow their money. Our risk-managed strategies give clients a diverse portfolio of income and retirement planning opportunities that will serve them for years to come.
To set up a complimentary financial consultation, please send us an email or use the contact form at the bottom of this page and our Director of Client Services will be in touch.