Empowering confident financial decisions
Liberty Trail Wealth Management
800-634-5219
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
We have a long history of providing financial advice and services to a broad range of individual and institutional clients. We combine personalized wealth management for individuals and families with institutional consulting and retirement plan services for public and private businesses, foundations and endowments.
Our level of care and understanding has earned our clients’ lifelong trust. Our 12-member team with $2.7 billion in assets under management (as of April, 2018) has extensive experience and offers a specific focus on the needs of corporate executives, business owners and ultra-high net worth families.
“We at Liberty Trail Wealth Management help lead our clients on a path to financial
freedom. Our clients count on us for our experience, multi-generational perspective
and deep understanding of the aspects associated with significant wealth.”
— Liberty Trail Wealth Management
How we work
Our integrated team approach to wealth management seeks to understand your specific needs and make sure that your financial decisions reflect both short term desires and long term goals. Our tailored process can help you and your family address the specific and uncommon opportunities that come with personal and business success.
Corporate executive care
We help manage the complexities of equity compensation by providing integrated financial guidance and a robust suite of administrative tools.
Customized investing for your specific situation
We care about people, not just their portfolios. Our team is grounded in the best practices of prudent asset allocation and risk management and we build custom investment strategies based on a professional system for identifying the most tax-efficient and risk conscious ways to construct your portfolio.
With our open architecture, we are free to choose the best solutions for our clients, whether managing portfolios ourselves or selecting world class institutional money managers.
Estate planning and wealth transfer strategies
We are positioned to help manage the complexities of equity. Exemplary service is the key to a successful relationship. . By offering high-touch service, our goal is to develop the kind of trust that helps simplify your financial life and builds long-lasting relationships.
Financial planning for all stages of life
We listen and gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan. Then we track your plan’s progress, communicate regularly and make adjustments for life changes and economic conditions.
Understanding the concerns of business owners
We help manage a broad spectrum of business needs. We work with a select number of private business owners who value our ability to speak knowledgeably about their professional ventures.
Jack Riley has been recognized as an industry leader
- Financial Times Top 400 Financial Advisers, 2019
- Barron's Top 1,200 Financial Advisors, 2019, 2020
- Forbes Best-In-State Wealth Advisors, 2019, 2020