There is too much noise and bad information & advice that can truly inhibit your ability to realize the American Dream. Our philosophy is Defense First because “offense” hasn’t been the answer since things have changed…and things have changed. At Libertas Wealth Management, it’s our belief that families and businesses alike cannot afford to experience another loss like they did in 2000-2002…or 2007-2009. Like any sport, we believe that an offense without defense is worthless. Most financial advisors cherry-pick the “latest, greatest” 10-year track record on a mutual fund portfolio and compare it to what you’re doing now, in an attempt to convince you that history will repeat itself. They’ll show you stock market charts, refer to historical epics in time, and tell you that “You haven’t lost anything unless you sell it. Just stay the course and you’ll be just fine.”

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