For over two decades, Liberty Wealth has helped Arizona families make better financial decisions. These are their stories — in their own words.
Liberty Wealth clients share a common trait — they want more than a product. They want a partner who understands their complete financial picture and has the independence to recommend what is truly right for them.
We serve a wide range of clients across the greater Phoenix area — from pre-retirees building their transition plan, to business owners navigating complex exit strategies, to families protecting and growing generational wealth.
Families within 10 years of retirement — or already there — who need a clear, tax-efficient income strategy and a plan that makes their money last.
Professionals and executives with significant assets who want a truly independent advisor — no product shelf, no conflicts, just strategy built around their goals.
Entrepreneurs managing the complexity of business and personal finances together — including succession planning, key-person insurance, and exit strategy.
Multi-generational families who want to preserve and transfer wealth thoughtfully — with estate planning, trust coordination, and charitable strategy integrated.
Individuals approaching a job transition or retirement who want professional guidance on rolling over their workplace accounts into the right structure.
Real clients. Real outcomes. Liberty Wealth's 97% retention rate isn't a statistic — it's the result of relationships built on trust, transparency, and results.
"After 30 years with a major wire house, I finally made the switch to Liberty Wealth. The difference was immediate and profound. Greg sat with us for two hours in our first meeting — asking questions no advisor had ever asked before. He built a retirement plan that actually reflects how we want to live. Four years later, we've never felt more confident about our financial future."
"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."
"We came to Greg after a painful experience with a broker who kept pushing products we didn't need. The difference with Liberty Wealth is night and day. He listened first, asked all the right questions, and put together a plan that actually addresses what we care about — not what he gets paid to sell. We've recommended him to four other families."
"When my husband passed, I was overwhelmed with the financial decisions in front of me. Audra and Greg handled everything with incredible sensitivity and professionalism. They didn't push me into anything — they gave me time to understand every decision, and they made sure I came out of a terrible situation with real financial security."
These aren't aspirations. They are the standards every Liberty Wealth client experiences from the first conversation through decades of ongoing partnership. Non-negotiable. Every time.
No jargon. No obfuscation. We give you a clear, honest picture of your financial situation — your strengths, your gaps, and exactly what it will take to get where you want to go.
Every recommendation we make is backed by analysis, not incentive. If we can't explain clearly why something is right for your specific situation, we won't recommend it.
You will never be handed to a call center or a junior associate. When you call Liberty Wealth, you reach someone who knows you — and who has the authority to help you immediately.
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.