How We Help
Designing Your Unique Financial Roadmap
Our distinguishing factor is the long-term relationships we cultivate with our clients. We prioritize serving clients in a manner that suits their preferences, often through in-office meetings. Our commitment is to provide personalized, attentive service that aligns with your unique needs and goals.
Who We Are
Rooted Firmly In
Our Local Community
Leivas Wealth Management was established in Riverside in 1957 by Richard Leivas, who started by preparing tax returns for local families. His daughter, Susie, joined him at a young age, and together they expanded the practice into a full-service firm offering tax planning, payroll, bookkeeping, investments, insurance, and financial services. Susie now leads the firm, upholding its foundational values and commitment to clients. Our team is dedicated to treating clients like family, providing unbiased advice and empowering them to feel more confident about their future financial decisions.
