We believe in making decisions based on evidence and this guides all of our investment, tax and estate planning advice. Our integrated approach is designed to oversee all the dimensions of wealth management and have you reach your goals in a prudent and efficient manner

 

Our wealth management philosophy takes into account your fundamental questions, such as:

 

• Will I have enough to retire? 

• Can I maintain my current lifestyle while also providing for future generations?

• Can I continue my philanthropic efforts and the contributions I make to my community?

 

We tailor solutions based on your personal situation. The philosophy that we have adopted allows us to offer you an experience that you simply can't get anywhere else. Disclosure, openness, transparency and trust are is our commitment in a life-long partnership with you.

 

Please view our client experience here.  Everything you can expect from Ley Wealth Management and more!

INVESTMENT SOLUTIONS

Your portfolio is built on our belief in the science of capital markets and decades of research. We work with clients to define their investment objectives, risk tolerance and time horizon. We then manage and monitor your portfolio within these guidelines while keeping responsive to evolving markets and changing client needs.

ESTATE PLANNING

A well designed estate plan is essential in protecting your wealth, family and legacy. It begins with open communication and proper preparation. Effective tax strategies, wills and trusts and life insurance are all important components of your estate plan. Our team of experts will work diligently with you and your family to ensure you have the professional attention you need.

TAX AND FINANCIAL PLANNING

Financial success is achieved with a robust and comprehensive financial plan that takes into account effective tax strategies. We build plans that reflect your individual goals and priorities. We have the expertise and tools to create a dynamic plan that changes as your priorities do.

BUSINESS TRANSITION PLANNING

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. It helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team, together with your trusted professional partnerships will help you understand your options, identify an effective strategy and perform an evaluation starting with your industry and then capital markets. A smooth transition is our goal.

CHARITABLE GIVING

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all of your philanthropic and community contributions to ensure the people and organizations that are important to you are looked after at an advantage to your overall wealth.