Liberty Wealth Strategies

At Liberty Wealth Strategies, we are dedicated to helping individuals and families grow, preserve, and transfer wealth by simplifying complex financial strategies. Our team of experienced financial professionals, led by President Steve Drizos, is committed to providing personalized financial planning, wealth management, and investment management services to our clients. We take pride in building long-term relationships with our clients, focusing on their unique goals and objectives, and providing tailored solutions to help them achieve financial success.

Our Mission

Our mission is to be a trusted family concierge for finances, providing comprehensive financial planning and wealth management services to our clients. We strive to build lasting relationships with our clients, understanding their needs, and providing personalized solutions to help them achieve their financial goals. Our team of experts is dedicated to delivering exceptional service, providing ongoing support, and helping our clients make informed decisions about their financial futures.

Our Services

We offer a range of services designed to help our clients achieve financial success. Our services include:

• Risk Assessment: We help our clients identify and assess potential risks and opportunities, providing a clear understanding of their financial situation.
• Financial Planning: We develop personalized financial plans, tailored to our clients' unique goals and objectives, providing a roadmap for achieving financial success.
• Wealth Management: We provide comprehensive wealth management services, including investment management, tax planning, and estate planning, to help our clients grow and preserve their wealth.
• Investment Management: We offer customized investment management services, designed to help our clients achieve their investment goals, while managing risk and maximizing returns.

Our History

Our roots date back to the early days of Nick Drizos, a shoe cobbler who had a passion for investing and sharing his knowledge with others. His grandson, Steve Drizos, continued this legacy, building a successful career in the financial industry and eventually founding Liberty Wealth Strategies. Today, we continue to build on this legacy, providing exceptional financial services to our clients and helping them achieve their financial goals.

Our Team

Our team is led by President Steve Drizos, a seasoned financial professional with a deep understanding of the financial industry. Our team of experts includes experienced financial advisors, investment managers, and support staff, all dedicated to providing exceptional service to our clients.