In 2012, Joel W. Sambursky founded Liberty Wealth Management during his fifth year as a LPL Financial Advisor. Before I started Liberty Wealth, I took a few steps back and really thought about the type of financial services practice that I wanted to lead.” Joel Sambursky said. “Before putting a shovel in the ground, I felt I needed to answer a few big questions. First, what was going to be our mission? Second, what was going to be our Focus? And finally, do they align with our Passion? This is how PTP was born. Plan. Track. Pursue. This is at the core of WHAT we do, and WHY we do it. Before pursuing achievement comes planning. After we develop a plan, we track progress ensuring we are doing what we can to help our clients confidently arrive at their desired destination. P.T.P. has become the lifeblood of both our process and passion."
“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”
We believe the pursuit of one’s financial goals has to begin with a comprehensive financial plan.
“In preparing for battle I have always found that plans are useless, but planning is indispensable.”
Often even the best of plans don’t work out exactly as expected. Especially when dealing with factors that are both unpredictable and outside of our control. The “what if’s” in life make planning even more important. After helping our clients identify their goals, and the steps that need to be taken to better pursue them, we believe it is important to then track our client’s progress along the way, making adjustments when needed.
“Someone's sitting in the shade today because someone planted a tree a long time ago.”
Although people have many different goals and aspirations, we believe the proper pursuit of them begins with a plan.
To serve our clients with hard work, integrity, and the respect they deserve; while striving to help each and every one of them pursue financial independence.