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Jeremy Patton

Libertas Partners with FamilyWealth to Further Capabilities

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Libertas Partners with FamilyWealth to Further Capabilities

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Location

9355 John W. Elliott Dr., Suite 25
Frisco, TX 75033

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Contact

Phone: (972) 646-2525
Fax: (888) 334-6349

Libertas Capital Management has partnered with FamilyWealthTM, which offers numerous financial services & technology solutions to advisers nationwide. FamilyWealthTM has created a digital WealthTech ecosystem that brings together a suite of tools, including CRM, Analytics, Unified Managed Household Accounts, Digital Account Opening, Asset Management, Proposal Generation & Compliance into a customizable Adviser portal, called Adviser View.

FamilyWealth Advisers, LLC is a Registered Investment Adviser headquartered at 255 Primera Blvd, Suite 160, Lake Mary, FL 32746, providing service to individuals and corporate clients. FamilyWealth Asset Management, LLC is a Registered Investment Adviser headquartered in Dallas, TX providing portfolio management and other financial services to clients and investment advisers.

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About Us
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9355 John W. Elliott Dr., Suite 25
Frisco, TX 75033