Business Details
Your Trusted Financial Advisers in Canonsburg, PA
Liberty Wealth Strategies is a dedicated financial advisory firm committed to empowering families through personalized wealth planning. With a focus on multi-generational strategies, we combine long-term vision with short-term objectives to create tailored financial roadmaps. Our team of experienced professionals prioritizes integrity, transparency, and client-centric service, leveraging advanced tools like Riskalyze technology to align portfolios with individual risk profiles. We collaborate with community banks and trusted institutions to deliver comprehensive wealth management solutions, regardless of account size. Our holistic approach extends beyond investments, encompassing estate planning, tax strategies, and insurance services to address the dynamic needs of our clients.Through continuous monitoring and adaptive planning, we ensure our clients' financial goals remain aligned with their evolving life circumstances. Our advisors hold prestigious certifications and licenses, including the Accredited Investment Fiduciary designation, and maintain affiliations with leading financial platforms. We serve clients across Pennsylvania and South Florida, guided by a mission to simplify complex financial strategies while fostering enduring relationships built on trust and expertise.
Services
Financial Planning
Wealth Management
Investment Management
Risk Assessment
Estate Planning
Portfolio Analysis
Retirement Planning
Tax Strategies
Insurance Services
Cash Management
Highlights and features
- We offer 17+ years of experience in financial planning and investment management
- Our team holds FINRA Series 7, 65, 63, and 6 securities licenses
- We utilize Riskalyze technology for precise risk assessment alignment
- Our advisors maintain affiliations with leading financial platforms like Fidelity and AssetMark Trust
- We provide personalized service with a focus on multi-generational wealth strategies
Associations and certifications
- Accredited Investment Fiduciary (AIF)
Services
Financial Planning
Our financial planning service creates comprehensive strategies that integrate life goals with financial objectives. We develop long-term plans while addressing immediate needs through personalized consultations. Our advisors use advanced tools like MoneyGuidePro software to create dynamic plans that evolve with your changing circumstances, ensuring alignment with your values and priorities.
Wealth Management
We offer tailored wealth management solutions that combine investment strategies with estate planning and tax optimization. Our approach works with community banks and institutions to provide customized services regardless of account size. We focus on multi-generational wealth transfer strategies, ensuring your financial legacy aligns with your family's future needs and aspirations.
Investment Management
Our investment management service utilizes multiple custodial platforms to create diversified portfolios. We offer both managed account solutions and digital investment advice through partnerships with Fidelity, AssetMark Trust, and Betterment. Our strategies include individual stocks, bonds, ETFs, and mutual funds, all aligned with your Risk Number and financial objectives.
Risk Assessment
Using Riskalyze technology, we determine your precise risk tolerance through a 5-minute assessment. This helps us create portfolios that match your comfort level while pursuing your financial goals. The system stress-tests investments against historical market events and provides visual representations of potential gains and losses over time.
Estate Planning
Our estate planning service helps ensure your wealth is transferred according to your wishes. We work with clients to establish trusts, develop charitable giving strategies, and coordinate with legal professionals. This service integrates with overall wealth management to create comprehensive legacy plans that reflect your values and family priorities.
People
Steve Drizos
President
With 17+ years of experience, Steve Drizos leads Liberty Wealth Strategies as President. He holds FINRA Series 7, 65, 63, and 6 licenses and the Accredited Investment Fiduciary designation. Steve specializes in multi-generational wealth strategies and has earned industry recognition including the Circle of Excellence award.
Danielle Diaz
Medicare Planner
Danielle Diaz brings two decades of insurance and financial industry experience to her role as Medicare Planner. She specializes in simplifying healthcare transitions for retirees and holds leadership positions in professional organizations like NABIP and WIFS, advocating for ethical standards in financial services.
Nancy Hall
Estate Advisory Services Associate
Nancy Hall has seven years of experience assisting financial advisors with estate planning solutions. She helps clients complete comprehensive estate plans and actively participates in community programs like Big Brothers Big Sisters while maintaining a focus on personalized client service.
Deanna Rivera
Administrative Specialist
Deanna Rivera serves as Administrative Specialist with a background in finance and Air Force ROTC training. She brings organizational expertise to our team while balancing her responsibilities as a first-time mother and home owner, contributing to our operational efficiency.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, investment management, risk assessment, estate planning, and tax optimization strategies tailored to your specific needs.
How do you determine appropriate investment strategies?
We use Riskalyze technology to determine your personal Risk Number, then create portfolios aligned with your goals, risk tolerance, and time horizon.
What makes your wealth management approach unique?
Our multi-generational approach combines personalized service with institutional-quality resources, focusing on long-term wealth preservation and transfer strategies.
Do you work with clients outside Pennsylvania?
While based in Pennsylvania, we serve clients nationwide through digital platforms and strategic partnerships with financial institutions.
What credentials do your advisors hold?
Our advisors hold FINRA Series 7, 65, 63, and 6 licenses, Accredited Investment Fiduciary designation, and maintain affiliations with major financial platforms.
