In 2000, the Tech Bubble burst, leaving many investors devastated by the crash. Then, in 2008, a similar market collapse occurred. Chris observed how the traditional model portfolios failed to protect people's investments and saw an opportunity for a better approach. He believed there were times to invest, times to hold back and times in between. This realization inspired him to establish Leap Wealth Management, driven by the desire to offer a more effective investment experience.
Our Independence
Chris's vision for Leap Wealth Management extended beyond just providing better investment strategies. He didn't want to be limited by the products he could offer his clients, dictated by a larger firm. Instead, he aimed to create an independent company that could deliver a more personalized and comprehensive experience. By breaking away from the old system that wasn't working, we worked toward a better way to help people and we continue to evolve with it.
Our Approach
We are dedicated to advancing and protecting wealth through a process-driven approach. Our team combines dynamic, active, and passive investment strategies with strategic advisory services to help our clients achieve their financial goals.
Unique Background
We pride ourselves on our ability to differentiate from other firms. Our distinct brand and story showcase our commitment to providing a truly exceptional experience for our clients.
Integrity and Honesty
Trust is the foundation of our relationships. We uphold the highest standards of integrity and honesty in everything we do so that our clients can confidently rely on us for transparent and ethical financial advice.
Growth-Oriented
We have a relentless drive for growth and achievement. Continual self-improvement and a hunger for success fuel our dedication to delivering outstanding advice and service.
Commitment to Personal Achievement
We believe in the power of personal achievement. Our team is committed to constant learning and development, staying ahead of industry trends, and providing the best possible outcomes for our clients.
Leap Wealth Management is here to guide you through the intricacies of wealth management, ensuring your financial future remains secure and prosperous. Join us on this journey and experience the difference of working with a team that truly cares about your success.
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