The Liberty Square Difference
With over 68 years combined in the industry, we’ve continually refined our
service model to ensure we deliver a consistently exceptional experience.
Genuine Care
We listen intently to our clients so we can provide highly personal service. We care about your outcomes and well-being, so we tailor our strategies and communication according to your needs.
Attentive Communication
We are intentionally proactive and highly responsive. If you call with a question or request, you’ll hear from us the same day, and we communicate regularly to ensure you stay on track for your goals.
Integrated Partnerships
We collaborate with your other trusted professionals to ensure cohesive implementation of your plan. We’ll coordinate with your attorney, accountant, and other advisors to ensure everyone is working toward your best interests.
Educational Approach
We view this as a partnership, and our role is to ensure you understand all your options. We analyze your financial situation and provide practical education that empowers you to make strategic, confident decisions.
Concierge Service
We bring a robust network of advisors and other trusted professionals to our client partnerships, and these vetted introductions allow our clients to spend more time enjoying the moments that matter to them.
Meet Our Team
Our advisors work as a team to provide a comprehensive and cohesive planning experience. We each gain an in-depth understanding of every client’s situation and goals, allowing us to provide an unprecedented level of expertise and personal service. With shared values and a common mission to further clients’ best interests, we’re positioned to serve you with excellence for years to come.
Allen Hamilton ChFC®, CRPC®, AAMS®, CMFC®
Managing Partner and Private Wealth Advisorallen@libertysquarewealth.com
Gerald Camera CFP®, ChFC®, CRPC®
Managing Partner and Private Wealth Advisorjerry@libertysquarewealth.com
Our Alliance with
Charles Schwab
As an independent firm, we have selected Charles Schwab & Co. Inc. as our custodian to provide secure and transparent management of our clients’ assets. With Schwab’s robust infrastructure and commitment to excellence, our clients benefit from their advanced technology, extensive resources, and industry-leading safeguards.