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.

    Our Leadership

    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.

    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.