6370 Brockton Avenue,
Throughout life, people are faced with a number of financial concerns and decisions. When can they retire? How can they save for their child’s college expenses? Are they investing tax-efficiently? How can they manage the accounting needs of their business? There are many other questions people have about their financial world. At Leivas Wealth Management, our goal is to help individuals, families, and business owners navigate and understand these complex issues.
Leivas Wealth Management is a comprehensive financial services* firm committed to helping clients pursue long-term financial success. We seek to assist clients in all aspects of their financial lives, from reducing taxes to managing a business to retiring. Comprised of a number of experienced professionals in the tax, financial*, and insurance industries, our team works together, providing support in our respective specialties. As a team, we strive to do everything in our power to keep our clients focused on where they want to go, offer advice on how to get there, and provide guidance along the way.
We are focused on putting the clients’ best interests first, developing strategies, and offering advice appropriate for their situation. The personal service we provide has resulted in a number of long-lasting relationships that span generations.
*Investment and financial services are offered by Susan Leivas-Sturner, Spencer MacDougal, Carol Asper, and Charles McManuis through their affiliation with Avantax.
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.