Liberty Wealth Management

At Liberty Wealth Management, we believe that financial planning is not just about managing your wealth, but about creating a path to pursue your dreams. Our primary purpose is to empower individuals and businesses to take control of their financial futures, providing them with the tools and guidance needed to achieve their goals.

Our Story

In 2012, Joel W. Sambursky founded Liberty Wealth Management with a clear vision of creating a financial services practice that truly puts the needs of its clients first. With years of experience as an LPL Financial Advisor, Joel took a step back to reflect on the type of practice he wanted to lead. He asked himself three crucial questions: What would be our mission? What would be our focus? And do they align with our passion? This introspection led to the creation of our guiding principle: Plan. Track. Pursue. This mantra has been the driving force behind our commitment to providing exceptional financial planning services to our clients.

Our Services

At Liberty Wealth Management, we offer a comprehensive range of financial planning services designed to cater to the unique needs of individuals, families, and businesses. Our services include:

• Financial Planning: We work with you to create a personalized financial plan that aligns with your goals and objectives.
• Insurance Planning: We help you navigate the complex world of insurance, providing guidance on the best options for your situation.
• Business Retirement Plans: We assist businesses in designing and implementing retirement plans that benefit both the company and its employees.
• Wealth Management: Our wealth management services focus on creating a tailored investment strategy that grows your wealth over time.
• Investment Management: We provide expert investment management services, helping you navigate the complex world of investments.
• Retirement Planning: We help you prepare for a secure and comfortable retirement, ensuring that your golden years are filled with financial freedom.

Our Team

Our team of experienced financial professionals is dedicated to providing exceptional service and guidance to our clients. Led by Joel W. Sambursky, our team is committed to helping individuals and businesses achieve their financial goals. With a passion for financial planning and a commitment to excellence, we strive to build long-term relationships with our clients, providing them with the support and guidance they need to succeed.