Libertas Capital Management and Jeremy Patton are excited to announce they have partnered with FamilyWealth to provide comprehensive financial planning and wealth management services for clients across the country. Having been in the financial services industry for over 15 years, Jeremy has been helping clients from all walks of life create a personalized financial plan that fits their need and provide guidance on how to reach specific their financial objectives. He has a passion for seeing others succeed, and he utilizes his knowledge and experience to help clients steward their financial resources and create a legacy for the ones they love.
Joining with FamilyWealth means that Libertas Capital Management can now offer fiduciary financial consulting, as well as financial products and services, working with a myriad of custodians including TD Ameritrade, Fidelity, Charles Schwab and Austin Capital Trust Company. From protecting inheritance dollars, to advising on current and former 401(k) assets, to providing financial portfolios designed for any economic environment, Libertas Capital Management’s team is prepared to serve. Managing pensions, rolling old and current 401(k) money and assisting in liquidating trust dollars, Libertas Capital Management is a comprehensive financial planning firm that specializes in putting together a financial portfolio to create customized solutions and solve problems in any economic environment.
Libertas Capital Management offers a complimentary financial consultation to learn more about each client’s unique financial situation, then incorporates and provides a number of solutions to help clients achieve their specific financial goals.