At Leahy Wealth Management Group we offer standalone investment management to both individual and institutional investors, as well as a full suite of private wealth and retirement planning services to high net worth individuals.

Our individual clients generally have investable assets in excess of $2,000,000, or annual savings in excess of $100,000.

About You

Most of our clients are executives and business owners who are either planning for retirement or retired, and tend to be moderate risk takers who place a high value on the safety of their investment and retirement plans.

Our unique experience and expertise in index-based ETF portfolio construction is the primary initial interest of many that seek us out, but private wealth and retirement planning are an equally significant component of the firm.

Another aspect of the firm, that is often mentioned by people seeking our advice, is the importance of working with an independent fiduciary who provides personal financial advice free from sales commissions and the inherent conflicts of interest they create.

For detailed information on how our “Onboarding Process” works please click the “Frist Step” link below.