At Liebert Financial Services/Wealth Strategies, LLP, we define our role as advocates on behalf of businesses, families and individuals who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.

For over three decades, Liebert Financial Services has been helping people in the Lake Country Area plan and protect their financial futures.   We seek to provide a Wealth Strategy that is designed to guard against uncertainty, accumulate investment assets, and manage financial distributions.