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Client Advisory Council

The Client Advisory Council (CAC) consists of clients who give advice to Liberty Wealth Management regarding the improvement and maintenance of the quality of Liberty Wealth’s services, client events and activities. From marketing materials to service issues, a CAC acts as a personalized focus group, giving Liberty Wealth Management critical feedback to help improve our clients overall experience.

Liberty Wealth’s CAC consists of people who are distinguished in the fields of business, education, athletics, and medicine. Liberty Wealth is so grateful to have such a well-regarded and impressive group of people who donate their time to improve Liberty Wealth Management.

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