Advance and Preserve 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, helps 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 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.


Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The Best Apps in Travel

The Best Apps in Travel

Technology tips to make your next trip even better.