Liberty Wealth Management

"The Pursuit of Financial Freedom"

Life is a journey. The days are long, but the years go by fast. Some people take the highway, while others continue to use a compass and take the trails.

At Liberty Wealth Management of Raymond James we guide clients using our Goal Planning software and professionally managed investment portfolios to help them achieve their own personal and financial goals. We have long-term relationships with our clients, and understand who they are, what they hope to accomplish during their life and what legacy they want to leave behind. As our clients travel through life, we monitor the progress and discuss the road blocks. When our clients get off course, we devise the appropriate goal-focused solutions to meet those objectives. The Liberty Wealth Management team works diligently to provide clients with the highest level of service and communication.

To make the journey more comfortable for local investors, we are conveniently located on London Road in Duluth next to Wendy’s. Our building has been completely renovated and designed to serve our clients. We have free parking next to the building, vistas of beautiful Lake Superior, state-of-the-art technology, two conference rooms and more. We know you will find our office comfortable, inviting and easily accessible. For clients who travel or live outside the area, we use updated technology to give clients a similar feeling of being in our office.

Our wide array of financial services and investment products, include:

Financial Planning
Education, Estate, Insurance, Retirement

Investment Management
Managed Portfolios, Tax Smart Strategies

We invite qualified investors to see the difference we believe we can make in your financial journey. With professional investment management, guidance and advice, you will have more time to enjoy the things that matter most to you.

Call Liberty Wealth Management of Raymond James today to begin "Your Pursuit of Financial Freedom!”