Who We Work With
At Leahy Wealth Management, we structure our services for individuals and
families whose current financial affairs are substantial enough to require
comprehensive and continuous management. Our typical client generally has
investible assets greater than $500,000 or annual income in excess of $200,000.
Such investible assets might include any of the following:
- Brokerage accounts of stocks and bonds
- Bank certificates of deposit
- IRA's
- Employer pension funds
- Children's investment accounts
- Investment real estate
Investible assets do not include your personal residence or other purely
personal assets. Our clients are typically:
- Successful professionals;
- Entrepreneurs and business owners;
- Individuals with inherited wealth;
- Those in transition such as new retirees or career changers.
What should you expect from the professionals at Leahy Wealth Management?
- Comprehensive wealth management and financial planning
- Disciplined, time tested financial solutions
- Exceptional ongoing client service
- Adherence to incomparable ethical and professional standards
We understand that not everyone has the financial circumstances or complexity to require our services. If this is true for you, we suggest you seek out a certified financial planner through the board of standards at (888) 237-6275. Also feel free to contact our office if you'd like information on certified financial planners in the Washington, DC metro area.
