Libertas Wealth Management Group

Mar 21st, 2024

We have trusted Adam Koos and Libertas Wealth Management Group with our investment portfolio since 2011. We have always found Adam and his team to be friendly, available, knowledgeable, trustworthy, and always on top of the financial markets. We generally meet in person at least annually for a thorough review of our financial situation to make sure changes are made if necessary. Adam provides regular market updates by email and videos that go deep into the markets. Libertas provides us with peace of mind knowing a professional is watching over our investment portfolio and knowing we are on the right track to live out our lives comfortably.
Mar 11th, 2024

I have been a client for over 25 yrs. with Adam Koos. He started assistng me with my financial planning from the time my children were in preschool, through college, graduations, my divorce, and soon within the next 5 years, my retirement. I am a grandmother now, proudly. He has started giving advice to, not only me, but my children as adults and now teaching me how to save for my grandson. He has kept me on track over the years being prepared for retirement even when I was not ready to be prepared or think about retirement early in my career as a physician. I am not a "wall street" person. I hate anything pertaining to stocks, bonds, and that type of business, so I had to rely and trust Adam and his company for these 25 yrs. Annually, we meet to discuss as I like to call it, "Life & Living". I hate to admit that I am aging now, so the last months meeting, was really focused on retirement. I am proud to say that he has kept me on track with great advice, wise investments, great communication, and a realistic financial look at MY future as an individual person. He stayed focused on how I wanted to see MY financial future and expectations, but kept me grounded and realistic, as well. Most importantly, over the years, he is not aware, that Adam has help me build a network that is more valuable than the money that he help me save for retirement. Through him and his company, I have found my Real-Estate Attorney, Tax Attorney, CPA, Real-Estate Agent, Insurance Agent, Estate Planning, and a wealth of other professionals over the years. The support from these professionals and friends, and especially Adam Koos from Libertas Wealth Management Group who started it all over 25 years ago, IS PRICELESS. Thank You, Adam.
Mar 2nd, 2024

As a care giver for my sister I managed her finances with Libertas. After only a few meetings with Adam I felt comfortable with having him manage my funds. Not sure how long, 10-15 years.
Feb 25th, 2024

There are things in life I say, I wish I would have done it sooner meeting with Adam and his team is one of those things for me. They provided me guidance and assurance that I can reach my financial goals and helped describe what that looks like. If you are on the fence, do it and you will start sleeping better at night!
Feb 8th, 2024