We understand that making financial decisions can sometimes be difficult. Our process strives to control risk by managing portfolio position size, cash levels and the timing of our buys and sells.
Our team of experts will design a plan that directs you from your current financial situation, towards financial freedom. Because the only constant in life is change, we will provide regular reviews and modifications, assuring that your Wealth Plan is current and dynamic.
We are an independent, locally owned firm with no ties to any large, faceless corporation. There is no bureaucracy, no investment banking, no proprietary financial products—just experienced professionals dedicated to providing intelligent, innovative solutions to satisfy your financial needs and concerns.
At Leap Wealth Management, we don’t hide fees from our clients. You can expect full transparency and full disclosure of any fees we charge.
Client Account Access Existing clients can access their TD Ameritrade accounts by clicking here.
Book an Appointment Today Click here and book a personal advisory appointment today.
Dallas Financial Planner – Leap Wealth Management
Delivering a powerful approach to wealth management, financial planning, asset protection, and retirement planning.