A complete list of active advisors currently associated with Liberty Wealth Managers

Warmer can help you find a great advisor at Liberty Wealth Managers or one who fits your needs even better.

Liberty Wealth Managers provides fee-based investment advisory services to individual clients who are United Kingdom expatriates, with a particular focus on pension transfer assistance and ongoing portfolio management. The firm assists clients with pension claims and the transfer of assets to a UK-qualified custodian and tailors its services to each client's objectives. The firm implements a tactical allocation approach intended to reduce risk and seek improved performance, primarily using exchange-traded funds and mutual funds and applying fundamental and cyclical analysis. Portfolios are managed on a custom, primarily non-discretionary basis—clients review and approve transactions—and the firm generally pursues long-term holdings. What is noteworthy about Liberty Wealth is its specialized pension-transfer practice for UK expats, including hands-on assistance through a transfer process that can take up to twelve months and a one-time setup engagement for transfers. Liberty’s reliance on non-discretionary management is atypical for supported firms and, together with its avoidance of wrap programs and proxy voting, means clients retain direct control over trade approvals and voting decisions.

To learn more about the advisors currently working at Liberty Wealth Managers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Warren Stean	New York, NY	7

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