Leahy Wealth Management Group is dedicated to providing financial peace of mind to individuals and families with substantial assets.

Since 1989, the founder of Leahy Wealth Management has assisted successful professionals, entrepreneurs, and retirees in making decisions that go beyond the balance sheet, and encompass the hopes and dreams of his clients.

The investment philosophy of the firm is time tested and emulates the style and discipline of such luminaries as Warren Buffet, Sir John Templeton, and Benjamin Graham.

The financial professionals at Leahy Wealth Management embrace the value approach to selecting equity investments and allocation models. This approach to investing keeps the firm focused on the tenants of sound research and proper risk analysis. The result is a well diversified portfolio carefully constructed and professionally managed.

Much of our site is focused toward Financial Planning and Estate Planning, but there's also some very good information on the Investment Philosophy page that discusses the most common investment mistakes and how to avoid them. Also, of particular interest to investors would be the Portfolio Management page that outlines why we believe individually managed accounts are the preferred mechanism for long-term wealth creation and capital preservation. We appreciate your interest in our site and welcome your comments and inquiries.

Selected as One of the Top Financial Advisors in the
United States

by The Best of The U.S.

Named as one of the Best Financial Planners in America

by the Consumers' Research Council of America

Listed As One of the Top Financial Advisors in the Nation

by The Paladin Registry