Ep. 21 Interview Series -  – Samuel Liebman, Founding Partner & Chairman, Amplius Wealth Advisors episode artwork

EPISODE · Jun 14, 2024 · 31 MIN

Ep. 21 Interview Series - – Samuel Liebman, Founding Partner & Chairman, Amplius Wealth Advisors

from The Wealth Amplifier · host Amplius Wealth Advisors

Episode 21 features our second annual Father’s Day themed interview.  The Wealth Amplifier’s Matt Liebman interviews his father, Sam Liebman, Founding Partner & Chairman, Amplius Wealth Advisors.  Sam has been a practicing financial advisor since 1969 helping clients navigate investment markets and financial challenges over multiple decades. In this episode, Sam shares his career journey as well as his current views of the capital markets.Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compensation, prudently strategize around risk, tax, and estate planning among other complex issues.Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439VThis communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

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Ep. 21 Interview Series - – Samuel Liebman, Founding Partner & Chairman, Amplius Wealth Advisors

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