Wealth Effects

Wealth Effects LLC is a registered investment advisor established in June 2021 and located in Boston, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. As a fiduciary, Wealth Effects upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized wealth management services, including investment management and financial planning. Investment strategies primarily focus on long-term goals, with a portfolio consisting of individual stocks, ETFs, mutual funds, bonds, and option contracts. Wealth Effects manages $405,838,000 in client assets as of December 31, 2024, on a discretionary basis. Fees for wealth management services are based on the market value of assets under management and range up to 1.50% annually. Wealth Effects does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive compensation for securities transactions other than advisory fees. The Chief Executive Officer and Chief Compliance Officer, William A. Liberti, has a background in aeronautical engineering and finance. He has been in the investment industry since 1987 and is dedicated to advising clients with a commitment to ethical practices. The firm has a Privacy Policy in place to protect clients' personal information and maintains physical, procedural, and electronic security measures to safeguard data. Clients have the right to limit the sharing of their personal information for marketing purposes. For more information, clients can contact Wealth Effects at 617-465-2560.