Strategic Alliances

Adding new skill sets and expertise to our clients' financial plans

When clients hire us to be the key coordinator of their financial affairs, they also gain access to an extensive platform of other professionals that we often refer. Please note that these professionals are not affiliated with or employed by Leahy Wealth Management.

These independent alliances with attorneys, accountants, and other professionals are established to provide clients with additional resources and counsel on their affairs, including:

• Estate Planning
• Wills, Trusts, GRATs
• Family Foundations
• Family Partnerships
• Tax Planning
• Managing capital gains/losses
• Tax return preparation
• Quarterly income tax projections
• Not-For-Profit Organization planning and returns
• Family & Business Related Services
• Mortgages
• Business retirement plan and administration
• Cash flow projections
• Insurance analysis
• Debt analysis

Below are some firms with which Leahy Wealth Management has independent alliances. Click on the name to access their sites:

Estate Planning Attorneys:

Joe Leone* – is a partner at West and Feinberg of Bethesda, MD and received a Juris Doctor from Georgetown University Law with honors in 1986, and a Masters in Law and Taxation in 1993.  He concentrates in mergers and acquisitions of closely held businesses and estate planning. Robert Leahy has been referring clients to Joe since 1996, and has consistently received positive feedback.
Website: www.westfeinberg.com

William A. Conway*, JD – Law offices of William Augustine Conway, PC located in McLean, VA.  Bill has a Juris Doctor from Georgetown University Law, and concentrates exclusively in Estate Planning strategies for families and Businesses. Bill can be heard every Saturday morning on his radio show “Family Fortunes” on WTNT 570AM radio.
Website: www.conway-law.com

Taxation

Amy J. Truly, EA, CFP - is a tax manager at Dumbo, Jones, Healy, Pennington, & Marshal, PC of Rockville, MD. She has over 15 years of experience in tax preparation and planning for individuals, small businesses, partnership and fiduciaries. Other areas of specialization include not-for profit filings, gift tax, and estate planning and administration.
Website with contact information: www.djhpm.com

Business Retirement Plan Design & Administration:

John "Jay" Martin* - is president and founder of Martin Retirement Services, Inc. Jay's firm specializes in the highly detailed field of qualified retirement plan design and administration. His company has been providing project services, and plan design and administration services to the businesses community throughout the Washington, DC Metro area since 1989.
Website: www.martinretirement.com

* The services provided by Mr. Leone, Mr. Conway, Mrs. Truly, and Mr. Martin are separate from and not affiliated with, employed, or endorsed Leahy Wealth Management.