35 Years of Experience
William (Bill) Liberti, Wealth Effects' CEO and founder, has 35 years of industry experience providing financial and wealth management services. Beginning his career at Shearson Lehman Brothers in 1987, Bill witnessed first-hand the “Black Monday - Crash of 1987” from the 103rd floor of the World Trade Center. This experience has influenced his risk mitigation strategies and provided a foundation for his investment philosophy.
Bill worked at C&M, Inc. from 2006 until 2021. Since then, he has built a team with the purpose to provide his clients with a breadth of financial guidance. In addition, he has developed the WealthFX1 process that he uses for life events like divorce, retirement, career change and more. WFX is a client-advisor approach which furnishes clients with a panoramic view of their unique financial situation and avenues to facilitate enriching their lives. In recognition of his passion for enriching his clients’ lives, Bill has been honored and named a Five Star Wealth Manager consecutively since 2013.
In 2021, Bill decided to open his own firm, and that is how Wealth Effects was born.