Wealth Effects - Investment Advisers

About Wealth Effects

Wealth Effects LLC is an investment adviser headquartered in Boston, Massachusetts, and is listed among investment advisers in Massachusetts. The firm is registered with the SEC, reports $472 million in regulatory assets under management, and employs 17 people. It serves individuals and families across the country through major life events such as retirement, career changes, divorce, the loss of a loved one, and college planning. Its services include retirement planning, investment management, legacy and family planning, and tax-aware planning. The firm states that its advisors act as fiduciaries. The firm was founded in 2021 by William "Bill" Liberti, who serves as its chief executive. Liberti began his career at Shearson Lehman Brothers in 1987 and worked at C&M, Inc. from 2006 until 2021. He has been named a Five Star Wealth Manager in consecutive years since 2013. Wealth Effects describes its process as a discovery phase, in which it reviews a client's goals, finances, and upcoming decisions, followed by implementation, with the plan revisited as circumstances change. The firm is also included in the directory of US investment advisers.

Key Facts

Assets Under Management

$472M

Employees

17

SEC File Number

801-121699