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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Understanding Marginal Income Tax Brackets

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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.