At Leahy Wealth Management Group we structure our services for high net worth individuals in need of professional investment management and financial life planning.
Our clients generally have investable assets in excess of $1,000,000, or annual savings in excess of $100,000.
Most of our clients are executives, physicians, and business owners who are either planning for retirement or retired, and are moderate risk takers who place a high value on the safety of their investment and retirement plans.
Our personal approach and concentration in retirement planning is a significant reason people seek us out, but in recent years as many or more people have also sought out our investment focus and specialization in Exchange Traded Funds (ETF) and Indexes.
Another aspect of the firm, that is often noted by people seeking our advice, is the value and 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.