Advance and Protect What's Your Custom Portfolio Why Independence
 

Who We Are

Independent
Experienced
Comprehensive

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What We Do

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

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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.

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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

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U.S. Personal Savings Rate

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Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Sit, Stay, Rollover: A Guide to IRA Rollovers

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.