Steve Drizos, founder and president of Liberty Wealth Strategies, offers insights on multi-generational wealth planning to help families secure their financial legacies. The multi-generational wealth planning visionary cites the concerning reality that most families tend to lose their wealth by the third generation. Representing the third generation of Drizos’ in financial planning and wealth management, Steve stands poised to redefine the way families build and preserve their wealth through generations.

With a wealth of experience and an unrivaled commitment to helping wealth creators preserve their values and resources across generations, Steve sheds light on the primary issues of wealth planning. He also offers strategies to help people plan, protect and ensure prosperity.

Beyond Financial Figures

According to Steve, the primary cause of lost family wealth is differing values within the family. He shares how a misalignment in financial goals from one generation to the next introduces risk. The complexities of financial planning, investment management, insurance, estate planning, taxes, and more, are best addressed when families share values and pass on their knowledge, resources, and goals across generations. 

Having grown up watching the men in his life exemplify success, Steve believes that multi-generational wealth stands above bank balances, estates, and investments. Multi-generational wealth planning involves creating and preserving values, stories, and aspirations that pass down through the family, creating a lasting impact. “Success isn’t just building financial wealth,” he says, “it’s knowing who you are, believing in what you do, and always putting others in front of yourself.”

Success across generations with Liberty Wealth Strategies

When it comes to how best to plan, protect and ensure multi-generational prosperity, Liberty Wealth Strategies stands out as a reliable partner. Through the expert leadership of Steve Drizos, the company offers holistic wealth planning strategies inherent in creating and preserving family wealth.

Steve talks about the company’s focus on creating long-term financial plans while maintaining short-term objectives. Since most people barely scratch the surface of financial planning without the proper guidance, Liberty Wealth Strategies provides solutions that help map how financial decisions today impact the future. Through tailored comprehensive financial planning and wealth management, the company strategically combines various life and financial goals to uncover growth possibilities.

Dedicated to helping families preserve and transfer wealth by simplifying complex financial strategies, Liberty Wealth Strategies offers services beyond financial planning, investment management, and insurance services. The company’s comprehensive wealth management services include estate planning, banking, and tax strategies.

Building Legacies

Like his grandfather, father, and uncle before him, Steve shares their passion for building and preserving legacies. Steve helps families preserve their unique stories and chart their financial journeys for generational success through multi-generational wealth management strategies. He is committed to assisting families in bridging the gap between generations and breaking the running streak of a 90% likelihood of families losing their wealth by the third generation.

At Liberty Wealth Strategies, clients find their personal family concierge for finances to help them cultivate a shared understanding of their family financial goals.

Disclosure: Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Liberty Wealth Strategies and JWC/JWCA are unaffiliated entities.

Media Contact
Company Name: Liberty Wealth Strategies
Contact Person: Steve Drizos
Email: Send Email
Phone: (724) 914-0853
Country: United States
Website: https://www.libertywealthstrategies.com/