Personal relationships. Global resources.


Working with you

We are committed to helping create financial security and peace of mind for individuals and their families. We accomplish this by combining a high level of service with state of the art investment solutions designed to help clients achieve their goals. Investors benefit not only from a customized approach to long-term goals, but also by being involved in the decision making process. Built on a foundation of trust and satisfaction, it is this partnership that allows our clients to maintain a strategy though various market cycles.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

Jay Liberman

Jay Liberman

First Vice President - Financial Advisor, Portfolio Director Group

972-612-4253
Email | |

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Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 27, 2025 | RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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Rollercoaster

Equity market roller coaster: How is your stomach?

May 22, 2025 | Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

Read more