Financial Advisor serving individuals, families, and small business owners.
Wealth Management Fiduciary
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.
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
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,
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
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