Libertas Wealth Management Group

About

A comprehensive financial planning and portfolio management firm located in Columbus, Ohio.

Story

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.”

At Libertas Wealth Management Group, we believe that while history can look a lot like today, we’re trudging thru unprecedented times…and unprecedented times require unprecedented action. What does this mean? It means that we don't implement a "set it and forget it" approach to your life savings that you have worked so hard to save up. It means that we don't implement a "Buy & Hold" approach to money management, leave your portfolios to be managed by chance.

When your life savings is in question, we take a “Defense First” mentality to managing wealth. It’s not good enough to make a profit…..you have to keep the profit, too.

Mission

“Using a comprehensive approach & innovative portfolio management, together we create an individualized path to defend your financial freedom.”

Products

Portfolio Management, Retirement Planning, Estate Planning, Stocks, Bonds, Managed Futures/Commodities, Real Estate Investment Trusts, ETF's, Mutual Funds, and Variable Annuities, just to name a few.