We've been happily trusting Adam and his team with our money since 2020. I appreciate his philosophy on investing and how well he explains it, along with the focus on our retirement goals and what we want to do vs strictly making the number bigger. He's a calm voice in a bewildering sea of craziness.
I have been a client of Libertas Wealth Management Group
for about 10 years. I really like the way they go in to detail about your plan. Adam will go over many different scenarios to show you where you stand at the present time. He will also show you going into the future. If you stick to your plan you won't be disappointed. Adam, Kim, and Gina have been a pleasure to work with. Adam will sit down with you. Go over your risk management with you. Make sure your comfortable with how they will manage your portfolio.
I would wholeheartedly recommend Libertas Wealth Management Group
to anyone. I have full confidence in how my portfolio is being managed.
I recently had the pleasure or working with Adam and his staff. They took the time to get to know our needs and wishes. They helped us understand our situation and what we need to do to be successful for our future. Everyone at Libertas has been wonderful to work with.
I continue to be impressed and gratified by the Libertas Wealth Management Groups exceptional level of financial guidance and care provided to me over many years. Adam, Kim and Gina offer ongoing support through regular in person review meetings, relevant informational email and always quick, helpful responses to my questions and requests. I trust in their professionalism and guidance of my financial resources.
I have worked with Adam for over twenty years. Adam’s passion for finance is genuine and it shows with his staff too. I think everyone wants a group that is dedicated and trustworthy.
We have been Libertas clients for several years. Adam, Kim and Gina do a great job of managing our retirement portfolio. Adam is constantly giving market updates and keeping his clients informed on current market situations via email. His explanations are in "layman's" terms and he uses great analogies to help his clients understand.
We meet with Adam and Kim face to face annually to review our retirement plan and to make adjustments if needed. In between meetings the Libertas team is always quick to respond to any questions or needs we may have.
We trust Adam, Kim and Gina and have referred family and friends to Libertas without hesitation.
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.
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.
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.
Adam and company came to us by reference from another satisfied customer over 10 years ago and we have been clients ever since. We couldn't be happier with the Libertas team and their approach to financial planning. They conduct audits of our accounts with us annually so that when our situation changes our plan does too. They are personable, extremely knowledgeable, and very detail-oriented. I'm so happy they found us and I am confident in our financial future largely because of their efforts! Strongly recommend!
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!
Adam and his team have helped us with the sale of my audiology practice and navigating our retirement financing. They continue to provide us with timely advice. We seek their guidance on all financial matters and have found it to be personal and exceptional.
Working with Adam Koos and the team at Libertas Wealth Management was an absolute pleasure. I can't express enough how satisfied I am with their services. Adam's financial planning expertise is truly impressive, and his team's professionalism and commitment to their clients set them apart.
From our initial consultation to the ongoing support, I felt confident that they understood my financial goals and could create a personalized strategy for me. The communication and transparency throughout the process were outstanding, keeping me well-informed and in control of my financial decisions.
What really makes Libertas Wealth Management exceptional is their genuine dedication to client success. They don't just provide financial advice; they also offer a sense of security and trust. I highly recommend Adam Koos and his team to anyone looking for top-notch wealth management services. They genuinely prioritize the well-being and financial success of their clients.
I would recommend Adam and Libertas to everyone. They care about their clients in a way that I've not experienced with other advisors. Not to mention Adam's grasp of the market is remarkable! I couldn't be happier with them.
I had the pleasure of working with Libertas Wealth Management and Adam Koos, and I am incredibly impressed with the level of expertise and personalized service they provide. From the moment I engaged with their team, it was clear that they are dedicated to helping their clients achieve their financial goals.
Adam Koos, the founder and CEO of Libertas Wealth Management, is a true professional in every sense of the word. His deep understanding of the financial industry is evident, and he has a unique ability to explain complex concepts in a way that is easy to understand. Adam took the time to understand my specific financial needs and goals, and he crafted a comprehensive wealth management plan tailored to my circumstances.
What sets Libertas Wealth Management apart is their unwavering commitment to their clients. Throughout the entire process, I felt supported and well-informed. Adam and his team provided regular updates on the performance of my investments and offered sound advice on adjustments when necessary. Their attention to detail and proactive approach gave me peace of mind in knowing that my financial future was in capable hands.
Furthermore, the customer service at Libertas Wealth Management is absolutely outstanding. The entire team is friendly, responsive, and attentive. They were always available to address my questions and concerns promptly, ensuring that I felt valued and heard as a client. Their commitment to delivering exceptional service is truly commendable.
In conclusion, I wholeheartedly recommend Libertas Wealth Management and Adam Koos to anyone seeking expert financial guidance and a personalized approach to wealth management. Their extensive knowledge, dedication to their clients' success, and exceptional customer service make them a top choice in the industry. I am grateful to have found a trusted partner in Libertas Wealth Management, and I have full confidence in their ability to navigate the complexities of the financial world to help me achieve my financial goals.
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