Leavitt Group | Lethbridge Private Wealth Management

How we think about wealth

We believe that true wealth management goes beyond investment performance. We create value for our clients by:

Structuring corporations and accounts so more of your money stays working for you
Using tax planning as a tool to increase net worth over time
Aligning estates and wealth transfer so your plans are clear across generations
Turning financial complexity into a simple, coordinated path forward

Our goal is straightforward: a plan that feels organized, intentional, and clearly connected to the life you want.

How we work with you

When you reach out, you should feel supported from the first reply to the final follow-up. Here’s what you can expect:

Quick acknowledgement and clear next steps
Thoughtful questions before recommendations
Regular check-ins so plans stay current and useful
Direct coordination with your accountant, lawyer and other professionals
Decisions documented, timelines set, and progress reported back

Who we help

We work with people who value clarity, want their financial life coordinated, and appreciate steady, measurable progress. Many are managing more than one moving part—business and family, corporations and personal accounts, cash flow and taxes—and want a plan that brings it all together. They prefer straight talk, timely follow-through, and a partner who collaborates with their other professionals so decisions stay aligned.

Doctors

Dentists

Business owners and entrepreneurs

Agriculture and farming families

High-net-worth families

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What we do

As Lethbridge financial planners, our story is simple: real results, delivered with calm guidance and disciplined execution. Planning here moves the dial. Clients often see major savings and gains that raise net worth fast.

Tax planning

This is where measurable value often begins. We look at your full picture and shape a plan that keeps more of your money working for you—year after year—with clear reasoning you can explain at the kitchen table.

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