Investment advisory services offered through Liberty Wealth Management LLC, a Registered Investment Adviser with SEC. Insurance offered through Lifetime Planning Marketing, INC. #0F17020 For additional information on LWM or your investment adviser representative, please visit the following website, www.adviserinfo.sec.gov
1 Tax services offered by independent preparers. 2 Legal services offered by Hollander & Hollander, P.C.
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SEC Rule 606 Reporting: 1Q 2020 (XLS link, PDF link) 2Q 2020 (XLS link, PDF link)
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.