Welcome to LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC is a financial advisory firm with a team of experienced professionals dedicated to helping clients achieve their financial goals. With a focus on providing expert financial advice and a wide range of services, LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC has established itself as a trusted partner for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC provides personalized financial advice tailored to the specific needs and goals of each client. Their team of experts works with clients to create a comprehensive financial plan that includes investment strategies, retirement planning, estate planning, and more. They also offer ongoing support and guidance to help clients navigate the ever-changing financial landscape.
Facts and Insights
Here are some key facts and insights about LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC:
- Assets Under Management: $500 million (as of December 31, 2020)
- Number of Advisors: 10
- Time in Business: 20 years
Financial Services Offered
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
- Education Planning
- Business Services
Client Types
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC serves a variety of clients, including:
- High Net Worth Individuals
- Retirees
- Small Business Owners
- Corporate Executives
- Professionals
- Non-Profit Organizations
Fees & Compensation
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC follows a fee-based structure, which means they are compensated through a combination of fees for their services and a percentage of assets under management. This ensures that their interests are aligned with those of their clients and there are no conflicts of interest.
Background
The founding partners of LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC have over 60 years of combined experience in the financial industry. They have built a team of experts with diverse backgrounds and areas of expertise, allowing them to provide clients with personalized and comprehensive financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. As of December 31, 2020, there are no disclosures reported for this firm.