Retirement Planning, Estate Planning, Business Planning, Advisory Services, Brokerage Services, Private Wealth Management, Life Insurance, Disability & Long-term Care Insurance, Annuities
Our family office services provide comprehensive, institutional-style service to suit the multifaceted, sophisticated needs of high- and ultra-high-net-worth families and their businesses,
Wealth Management Fiduciary
We are a independent, fee-based, fiduciary right here in Rockwall offering investment management and financial planning services.
At Libertas Financial Partners we take the responsibility of managing our clients’ hard-earned money seriously, and we strive to do what is in their best interest every day. We take a proactive, team
We work with Investments, Banking services through Wells Fargo affiliates, Risk Management through the use of asset protection vehicles such as insurance, Trust, Estate and Fiduciary Services.
Printed courtesy of www.rockwallchamber.org/ – Contact the Rockwall Area Chamber of Commerce for more information.
697 E I-30, Rockwall, TX 75087 – (972) 771-5733 – communications@rockwallchamber.org