Advance and Protect What's Your Custom Portfolio Why Independence
 

Who We Are

Independent
Experienced
Comprehensive

Learn More 
 

What We Do

Capture Your Risk Number
Actively Buy, Hold, and Sell
Track Your Progress

Learn More 
 

Why Leap

Our Belief, that it is better to lose an opportunity than to lose money, allows us to reach a higher purpose for your wealth.

Learn More 

Make the Leap to Invest Wisely

Managing personal or family finances is more complex today than ever before. It’s our mission at Leap Wealth Management to help eliminate these complexities with sophisticated financial planning and disciplined investment management, allowing you to build wealth and achieve financial security. Our independence as a locally-owned firm enables us to break the mold of pre-set portfolios and always act in the best interest of those we serve.

Your journey is as full of hopes as it is challenges, which is why our experienced team of advisors begins every conversation with care, loyalty, and complete transparency. It’s time to both embrace today and prepare for tomorrow. Make the leap to invest wisely.

Helpful Content

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.