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.
We are a independent, fee-based, fiduciary right here in Rockwall offering investment management and financial planning services.
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,
Financial Advisor serving individuals, families, and small business owners.
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
Wealth Management Fiduciary
Clients can impose restrictions on investments, and the firm may charge a single fee along with other brokerage-related charges. Additionally, CWM may recommend Wrap Fee Programs where clients pay a s
Gregg MacInnis, CKA, is a recognized financial educator, author, speaker, and Retirement Income Specialist. He is the co-author of “Retire Abundantly: The Proven Principles to Create a Worry-Free Reti