We work with people who share our business principles and values. We
do not advertise or buy business. Our business grows by clients’
Our clients include business owners, entrepreneurs, corporate executives, affluent individuals, families, family offices, and retirees. Our clients are engaged, discerning, and looking to build and maintain a long-term business relationship.
One-on-one meetings are the cornerstone to developing a sound financial plan.
At the first meeting, we will need to determine:
As we determine these questions, other topics for discussion typically include:
*Certain services are offered by third parties.
Through these discussions, Leib develops each investment portfolio and provides clear explanations of financial products and services. Leib considers the full range of investment opportunities when designing portfolios, ranging from government bonds for safety to attractively priced growth companies for long-term capital appreciation.
We look forward to speaking with you!
Contact us to discover our complete Wealth Offer.