Retirement Planning, Estate Planning, Business Planning, Advisory Services, Brokerage Services, Private Wealth Management, Life Insurance, Disability & Long-term Care Insurance, Annuities
Our family office services provide comprehensive, institutional-style service to suit the multifaceted, sophisticated needs of high- and ultra-high-net-worth families and their businesses,
Wealth Management Fiduciary
We are a independent, fee-based, fiduciary right here in Rockwall offering investment management and financial planning services.
At Libertas Financial Partners we take the responsibility of managing our clients’ hard-earned money seriously, and we strive to do what is in their best interest every day. We take a proactive, team
We work with Investments, Banking services through Wells Fargo affiliates, Risk Management through the use of asset protection vehicles such as insurance, Trust, Estate and Fiduciary Services.