With a reputation for creating personalized wealth management strategies that include risk-averse investment portfolios and the opportunity for streamlined financing, The Liebowitz Walker & Muniz Group serves a growing number of business and real estate owners, entrepreneurs in Silicon Valley, technology executives and other successful individuals many, for more than a decade. Clients have entrusted us with $750,000,000.00 in assets as of June 1, 2019. Having retained these high-net-worth clients through the market volatility of recent years, the team brings its energy, skills and resources to clients in 15 states the result of ongoing referrals to colleagues, grown children and even grandchildren.