Sudden changes in financial responsibility and objectives often lead to confusion or distress. With thousands of brokers, financial advisors and investment professionals in the marketplace, where can you turn for trusted advice? As Registered Investment Advisors, Leathe & Associates has a fiduciary responsibility to put your interests first, and with a solid background of business, academic and community experience, you will find comfort in partnering with seasoned professionals.
Our business model is built around the concept of a team-based approach to wealth management. With trusted experts in real estate, tax planning, insurance and risk assessment, estate planning, banking, retirement, investments and law, your objectives will be carefully considered in order to provide the best advice for your unique situation. Your assets are managed with complete transparency and client control. We are compensated on a fee only basis, and do not sell any products. Our business is based on superior, personal client service, as we work with you to identify long-term goals, assess risk, and plan for your future. We strive to provide hands-on financial education and total comfort in knowing that you understand and control your personal wealth management plan.
It's your money. The decisions are ultimately yours. We're here to help.