Liberty Square Wealth Partners LLC

Overview

Liberty Square Wealth Partners LLC is a wealth management firm based in Bethlehem, Pennsylvania, offering comprehensive financial planning and investment services. As a fiduciary, the firm prioritizes clients' best interests, providing personalized guidance to help individuals and families achieve their financial goals. Their services include retirement, business, estate, and financial planning, as well as asset protection and investment management. The firm operates nationally, serving clients across the United States. The firm's investment approach is diversified, encompassing various asset classes such as fixed income, equities, real estate, private equity, commodities, hedge funds, infrastructure, venture capital, crypto, distressed and special situations, ESG and impact investing, and collectibles & art. They cater to a wide range of investment stages, from pre-seed to distressed situations, and focus primarily on the United States market. Their expertise spans multiple industries, including financial services, real estate, technology, healthcare, consumer goods, energy, utilities, materials, telecommunications, media, transportation, industrial goods, consumer services, basic materials, and financial technology. Liberty Square Wealth Partners LLC is committed to delivering a consistently exceptional experience, with over 68 years of combined industry experience. They emphasize genuine care, attentive communication, integrated partnerships, and an educational approach to empower clients in making informed financial decisions. The firm operates with a fee-based structure, with a primary fee schedule of 1.50% for assets under management. As of the latest available data, they manage approximately $476 million in assets, serving 91 high-net-worth clients with an average client asset of $2 million. The firm's advisors work collaboratively to provide a comprehensive and cohesive planning experience, ensuring clients receive personalized and strategic financial guidance.