Discover Our Mission
Leivas Wealth Management is deeply rooted in the Riverside community, beginning in 1957 when Richard Leivas started preparing tax returns for local families. His daughter, Susie, joined him at the age of 13, and together they expanded the small family tax practice into a comprehensive firm offering a variety of solutions, including tax planning, payroll, bookkeeping, investments, insurance, and financial services.
Though Richard has since retired, Susie now leads the team, maintaining the values and client commitment that have been the firm's foundation. We are dedicated to treating clients like family, providing unbiased advice and objective guidance. Our aim is to serve as mentors, teachers, and trusted professionals, empowering clients to feel more confident in their future, whether they are running a business, expanding their family, or preparing for retirement.
What Makes Us Different
Reliable.
Consistent.
Our core values are the pillars of our firm. We pride ourselves on being reliable, offering a goals-based approach with a well-structured plan. Discipline is key to our practice, and we strive to provide it in all aspects of our service. We understand the importance of consistency and dedication in achieving your financial aspirations.