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Scott Michael Lieberwirth

Westwind Capital

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About Scott Michael Lieberwirth

Scott Lieberwirth is an Investment Advisor Representative at Westwind Capital. Scott has been working in the financial industry since 2011. Scott specializes in providing financial advice to individuals, corporations, and pooled investment vehicles. Scott is also registered to provide investment advice in Colorado, New Mexico, and Texas. Scott holds the Series 65 license and is a Certified Financial Planner. Scott is dedicated to helping clients achieve their financial goals and providing them with the highest level of personalized service.

Firm Information

Scott Lieberwirth is currently registered with Westwind Capital. Westwind Capital is an investment advisor registered with the SEC. They are located in LAS CRUCES, NM and have 5 investment advisor representatives. Westwind Capital provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. They also manage assets for pension plans and charitable organizations.
Westwind Capital

1800 S. TELSHOR

LAS CRUCES, NM 88011

$715.15M

Assets Under Management

7

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Lieberwirth’s Registration & Firm History

NM

01/21/2022 - Present

Westwind Capital (LAS CRUCES NM)

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Licenses & Designations

IA

Issued 12/07/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Michael Lieberwirth.
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