Next-Generation Wealth Management.
Liberty Wealth is an independent registered investment advisory firm. Zero product quotas. Zero corporate mandates. Only fiduciary-grade intelligence built entirely around your future.
Financial Clarity.
Mental Freedom.
"When your finances are in order, your mind is free. Complete clarity is not a luxury — it is the foundation."
As an independent RIA, we are fiduciaries first. Not tied to a product shelf or a wire house's approved list — we build strategies using virtually any available solution, customized entirely to your situation.
Our mission is simple: help you make informed financial decisions that give you the peace of mind to focus on what truly matters — your family, your passions, your purpose.
"Independence is not just our structure —
it is our promise to you."
Comprehensive
Services
A full spectrum of financial planning and investment management services — each one tailored, never templated, and always held to the highest fiduciary standard.
Structure retirement income, optimize Social Security timing, and build a tax-efficient drawdown strategy so your money lasts as long as you need.
Portfolios built around your goals and risk tolerance. Any investment available, selected for you alone — not from a limited corporate list.
Life, disability, long-term care, and annuity solutions — evaluated objectively so you're protected without overpaying for unnecessary coverage.
Traditional, Roth, SEP, and SIMPLE IRAs. 401(k)/403(b) rollovers. Full contribution strategy, Roth conversion planning, and comprehensive RMD management.
Preserve and transfer your wealth to the people and causes you love. Coordinated with estate attorneys for seamless, tax-efficient execution.
529 plans and savings strategies that give your children a strong start without derailing your retirement goals.
A Process Built
Around You.
Every client relationship begins with listening. We believe a great financial plan is the product of deep understanding — your goals, your values, your fears. Only then do we build.
We Answer to You —
Not Wall Street.
Most advisors work for a firm that dictates what they can recommend. As an independent RIA, we operate under a fiduciary standard that legally requires us to act in your best interest — always. No exceptions.
Meet The Team
A deeply experienced advisor committed to long-term client relationships. Greg's personalized approach has helped countless Arizona families pursue the futures they've always imagined.
Greg's daughter and the backbone of Liberty Wealth's day-to-day operations. Audra has been part of the family business for nearly two decades — she knows every client personally.
Responsible for growing Liberty Wealth's client relationships throughout the greater Phoenix area. Ensures every new client understands the Liberty Wealth difference.
The first voice you'll hear when you call Liberty Wealth. Brings professionalism to every client interaction, keeping schedules and communications running seamlessly.
Specializing in life insurance and annuity solutions with deep product knowledge. Ensures your protection strategy is as strong as your investment strategy.
What Our Clients Report
"Greg and his team completely transformed how I think about retirement. They found inefficiencies in my old 401(k) I never knew existed and built a plan that actually makes sense for my family. I finally feel in control."
"After years at a big wire house, switching to Liberty Wealth was eye-opening. The independence really does matter — Greg recommends what's right for us, not what's on a product list. Audra handles everything with incredible precision."
"As a business owner with a complex situation — retirement, insurance, and succession planning all tangled together — Greg untangled all of it and created a clear roadmap. Best financial decision I've ever made."
Start Your
Journey.
Schedule a no-obligation consultation. We'll discuss your goals, review your situation, and give you an honest picture of where you stand — and where you could be.
Suite #1000, Scottsdale, AZ 85260