Liberty Tree Asset Management was established in 2020 with the specific vision of establishing a “new” financial company. We start with a rational approach in which most assumptions can achieve their objectives with some proper discipline and guidance. We always know that “wealth” has different meanings depending on the family, and we are looking for relationships with customers that go beyond the dollar sign.
We offer the following services.
- Investment Management
- Medicare Planning
- Financial Planning
- Insurance Services
Liberty Tree Asset Management is proud to be based in Omaha, Nebraska, but has clients from 50 states.