Libra Wealth LLC is a financial planning and investment management firm based in Santa Cruz, CA, offering a comprehensive suite of services designed to meet the needs of most clients. Their Personal CFO Services integrate all aspects of a client's financial life into one comprehensive solution, including collaborative partnership, financial life planning, and investment management.
With a focus on transparency and avoiding conflicts of interest, Libra Wealth charges fees based on assets under management (AUM) but also offers the option for clients to have all their assets managed on their platform. Their services include access to a professional network of experts, online financial dashboard, virtual meeting options, and personalized financial planning to help clients achieve their goals and maximize their financial well-being.
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