Our Values

At Leap Wealth Management, independence is our inspiration, our identity, and our instrument.

Inspiration

Chris Leap’s fascination with finances began at an early age. As a young boy, his father taught him to read and analyze stocks on paper charts, educating him on how to wisely invest his money. These childhood experiences not only led Chris to a career in the financial industry, they also served as a model for his business, Leap Wealth Management.

Just as his father provided patient guidance and sensible support, Chris was eager to offer his clients a relationship that embodied trust and individualized attention. After years of working for a larger firm, he realized he could better serve his clients without the restrictions of a proprietary model. Inspired by this idea of independence, Chris founded Leap Wealth Management in the fall of 2009, allowing him to prioritize the best interests of each client he served.

Identity

Leap Wealth Management prides itself on being a registered investment adviser. By operating as an independent, fee-based firm, we are not beholden to a faceless corporation or mutual fund company, eliminating bureaucracy and increasing client satisfaction. In short, our team truly sees our role as stewards of your wealth and well-being.

Instrument

While wire houses, bankers, and insurance agents compete to sell you products, our team at Leap Wealth Management considers your short-term and long-term goals without worrying about quotas or commissions. We understand achieving financial confidence is extremely important to our clients, which is why we combine in-depth research and sophisticated technology to develop your personalized financial plan and risk-managed investment strategy. Our independence is our instrument for delivering progressive, personal asset management in an ever-changing economic environment.

Learn more about the team behind our story. -> Our Team