Committed to Our Clients
We are a team that loves what we do and works hard, with care and compassion for our clients. Because of the in-depth planning and investing we offer clients, we limit the number of families we work with, so we give you the personalized, one-on-one attention you need to succeed.
We do everything for our clients--from coordinating tax preparation, finding banks that offer higher yields, researching mortgage brokers, meeting with estate planning attorneys and CPAs, and more.
The foundation of Liebert Wealth Management started long before its official founding in 2006.
In 1966, Jed Liebert’s father and founder of our firm, Jacob, left academia and followed his love of the markets to a job on Wall Street. In 2006, Jacob established this firm, and Jed joined two years later. Their mission was to create a firm that incorporated financial planning and sound, customized portfolio management under one roof.
Bonnie Willette, our client relationship manager, has more than 30 years of experience. She helps clients with many aspects of their financial life. Her years of banking and accounting experience makes her an integral part of the firm.
Jed Liebert has continued his father’s tradition of delivering honest, down-to-earth guidance and quality service to our clients. Jed’s background enables him to bring our clients a global perspective on the financial industry.
With a degree in international relations, a background of global travel, and proficiency in three languages, Jed brings his worldwide experience to inform and educate his clients in his community and across the country.
In 2008, Jed joined Liebert Wealth Management. A graduate of Boston University, Jed has met the rigorous requirements to earn his CERTIFIED FINANCIAL PLANNER™ certification, and he expands his financial knowledge through continuing education and study to bring you the latest thinking and innovative solutions.
In 2011, Jacob retired. Today, Jed continues the family tradition of managing clients' financial well-being. He invests the time to intimately understand your dreams and fears, so he can help put you on the path toward your long-term goals.
We love helping our clients. We cherish them and strive to protect their wealth as if it were our own. Our team gets to know each client and understand their unique situation and what they value and wish for, so we can skillfully manage their financial life. We aim to give you greater peace of mind, freeing you to focus on the things you love in life.
Oh, the Places You'll Go!
We take pride in helping our clients reach their dreams. View our map that depicts all of the travel destinations our clients have enjoyed since working with us.
Create Your Financial Well-Being
Schedule a free consultation to see how we help you design, build, and enjoy the lifestyle you’ve dreamed of.