In 2012, Joel W. Sambursky founded Liberty Wealth Management during his fifth year as an 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. 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 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."
Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
I invite you to discover and experience the power of our services. I believe it has far-reaching benefits for clients seeking opinions from several sources with diverse backgrounds, education, and experience.
Joel W. Sambursky, President
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As a financial advisor, regardless of where you find yourself on your financial journey, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and reap those rewards.
I invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.