Comprehensive Financial Planning
Where do you picture yourself in five, ten, or even twenty years?
Decades of experience has taught us most investors have a wonderfully personalized answer to this simple question. However, many people may not. Perhaps you are looking to fund your child’s education, purchase a new property or business, or save for retirement. Regardless of where your road leads, you’ll need a guide to get there. Leap Wealth Management is that guide. We’re ready to take some of the stress out of being in the driver’s seat by helping you navigate your life’s course.
Our founder, Chris Leap, holds the industry’s most prestigious designation as a Certified Financial Planner™. Leading our team of advisors, he can design a holistic plan that assesses your cash flow, your goals, and your obstacles to identify how you can reach your destination. This plan will encompass the totality of your financial situation, including professional ambitions, life transitions, and generational transfers.
Learn more about our retirement services. -> Individual 401k Management page