Advance and Preserve 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, helps 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 confidence. 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.


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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.