“Wealth Management is more than setting a budget, investing your money or planning for retirement. Let us guide you with a comprehensive plan that helps identify and prioritize your goals and truly reflects your values.”
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Left to right: Kathy Spooner-Petosa, Branch Administrator, Client Associate; Daniel Leach, CFA, CWS®, Senior Vice President, Financial Advisor, Branch Manager; Georgette Duleba, Associate Financial Advisor.
There are many ways to participate in the financial markets. The Leach Wealth Strategies Group believes that exposure to many different kinds of investments is crucial to successful investing. After gaining an understanding of each client’s objectives and tolerance for investment risk, we discuss and recommend what we feel is an appropriate blend of stocks, bonds, mutual funds, and other investments.