Our firm is not like other "investment advisors". We are an independent advisory firm, with no ties to a large Wall Street firm. You receive advice unblemished from the conflicts of interest that have plagued Wall Street firms.
Our proprietary "Wealth Management Process" is designed to help you achieve your vision. You also benefit from our size. As a boutique firm, every relationship is important to us. With no national ad campaigns, we rely strictly on referrals to grow our business. You won't be treated like just another account number, and there is no corporate bureaucracy when you need an answer about your money. Our staff understands that you expect excellent service.
Monday, April 12, 2010
Liberty Wealth Management is proud to announce that Mark Fuggiti, Financial Analyst, is joining the Pennsylvania Army National Guard! Mark is reporting to Ft Jackson, SC for his basic training on Monday, April 12th and will also spend some time at Ft. Lee, VA for his individual training. Please join us in extending our gratitude and appreciation for Mark’s service to his country, and we look forward to welcoming him back at the end of August!
You will continue to receive the service you expect during this time that Mark is away, and if you have any questions concerning your account, please feel free to contact either Don Plowman or Rick Frable by calling our office at (610) 398-7333.
