About Us

• Leap Wealth Management, LLC is an independent, registered investment adviser that helps individuals and families build wealth and achieve financial security. We offer private investors the sophisticated financial planning and asset management services normally reserved for large institutions and the very wealthy. We combine this with a dedication to the highest quality personal service.
  
  OUR VIEW
  
  Managing personal or family finances is more complex today than ever before. There are more demands on capital, more options to evaluate, and more pressure to invest wisely. Many investors believe they need assistance, but don’t know where to turn for insightful, unbiased advice. Stockbrokers, bankers and insurance agents compete to sell products, but often don’t spend enough time considering an individual’s or family’s needs and desires. Leap Wealth Management is different. We listen attentively to our clients and help them clarify their financial situation, goals and aspirations. We then work with them – on a fee basis, not commissions – to develop a conflict-free financial plan and risk-adjusted investment strategy to help them achieve their objectives.
  
  OUR COMMITMENT
  
  We established Leap Wealth Management because we believe private investors need more than just knowledgeable and impartial financial advice. To be truly successful, they also need the comprehensive financial planning services granted to top executives and access to the sophisticated asset and risk management strategies normally reserved for large institutions and the very wealthy. When we formed our firm, we made a commitment to give individuals and families the same opportunities as institutional clients to help accumulate, protect and grow capital. And it has been rewarding. We are helping our private clients build and maintain wealth, achieve financial security, and create multi-generational financial legacies.