Libra Wealth LLC

Call
Website
901 Center St
Santa Cruz, CA 95060
+1 (831) 420-1340
https://www.librawealth.com

Libra Wealth LLC, located in Santa Cruz, CA, provides a comprehensive suite of financial planning and investment management services tailored to meet the diverse needs of its clients. Their Personal CFO Services enable clients to integrate all aspects of their financial lives, receiving expert advice and support while they focus on their personal vision and goals.

With a distinctive fee structure based on fixed annual rates, Libra Wealth aims to eliminate conflicts of interest and enhance transparency for its clients. They offer a collaborative partnership, utilizing professional networks and advanced planning strategies to optimize financial outcomes and empower clients in their financial journeys.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Royal Alliance Associates

Royal Alliance Associates, now operating as Osaic Securities, offers a range of financial services including securities and investment advisory services through Osaic Wealth Inc. This firm is registered as a broker-dealer, investment adviser, and is a member of FINRA and SIPC, ensuring compliance with industry standards. Osaic Wealth Inc. operates alongside various affiliated entities and marketing names, providing clients with access to a diverse set of financial products and services. Advisory programs are sponsored by VISION 2020 Wealth Management Corp., further enhancing their investment offerings. Generated from the website
Wildflower Financial

Wildflower Financial

2
"Jennipher, owner of Wildflower Financial, is amazing. She helped me to fully understand what my options are and explained the best options for me given my current financial situation. She is..."
photo of Marisa A.
Business consulting, nec, nec

Natural Bridges Financial Advisors

1
"After registering for a 15 minutes call 2 weeks in advance to see if "it is a good fit". I get an email asking for a contact number to start call - ok - wait 5 more minutes. Call directly to see..."
United States›California›Santa Cruz›Libra Wealth LLC

Partial Data by Infogroup (c) 2024. All rights reserved.