Goal-Oriented Investing

Liberty Capital Management was founded 30 years ago to help clients with their investing needs.

The firm expanded over time to encompass wealth management – planning for retirement and other significant milestones – so we could advise clients throughout their different life stages: early savers, midlife accumulators, pre-retirees, and retirees.

As the financial world continues to evolve, we are increasingly focused on servicing our clients. We not only create personalized portfolios but also serve as educators to help them define and achieve their goals.

Our sole goal is to do right by you.

We provide clear, relatable advice to support your sound decisions.

As your fiduciary, we are open and objective, investing in your best interest.

We keep our fees low, so our services are accessible.

Transparency is our promise to you. Our job is to educate and explain our strategies and investments in plain language, so you and your family understand the why and the how.

We share our wisdom about investing as well as life in general.

For decades, we have served generations of families as investment managers. Having invested in all types of economic conditions, we have the expertise and the perspective to weather the storm and look to the long-term.

We believe if you do not have a plan, you are not investing. Therefore, we take our role beyond investment manager to support you in making solid plans and decisions throughout your life.

We guide you where you want to go.

As your wealth navigator, we work with you to create and execute an investment strategy that supports your short-term and long-term goals. We meet you where you are. We are here to serve you because you may not have the time, the inclination, or the skills to plan and invest.

First, we get to know you in-depth to align your assets with your goals, so you can achieve them. Then, we organize your financial life – and, in turn, your life in general – through an individualized plan and portfolio to keep you on track.

We anticipate and address your wealth needs, providing responsive, relevant service. We also collaborate with your other advisors – accountant, attorney, insurance professional – to integrate your strategies

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