At Leavitt Group Private Wealth Management, we understand that cash management is the engine that keeps your financial life running smoothly.
Whether you’re managing family finances or a thriving business, our strategies ensure your money is always positioned to move when you need it to—never sitting idle, always working for you.
Strategic cash flow solutions
Effective cash management services go beyond monitoring accounts—they create structure, rhythm, and control. We start by assessing your income, expenses, and financial goals, then build a plan that helps you keep the right amount of cash accessible for immediate needs while maximizing what’s invested for future growth. Our cash management approach ensures every dollar serves a purpose, aligning with your short- and long-term financial objectives.
Liquidity with intention
Liquidity is more than just access to cash—it’s the power to act confidently when opportunities arise. We design liquidity plans that help you stay flexible without compromising growth. Whether you’re preparing for a large purchase, investing in real estate, or managing seasonal income fluctuations, we help you maintain the perfect balance between security and agility.
Integrating debt and cash management
Smart cash management means using debt strategically, not avoiding it. We integrate debt reduction and borrowing strategies into your overall cash flow plan, ensuring your liabilities are structured efficiently and your interest costs remain under control. From business financing to personal lending, our plans provide structure, clarity, and long-term savings.
Short-term investments that work
Idle money is a missed opportunity. Through carefully selected short-term investment options, we help your reserves generate value without locking away liquidity. High-interest savings accounts, money market funds, and short-term notes can all serve as tools to ensure your cash works quietly and consistently in the background.
Complexity turned into clarity
Our clients often face complicated financial pictures—multiple accounts, fluctuating cash flow, or competing priorities between personal and business needs. We thrive in that complexity. By aligning your cash management with your tax, investment, and retirement plans, we create one cohesive system where your entire financial life moves in sync. You gain clarity, confidence, and control.
Empowering business owners and families
For business owners, we offer cash management strategies that stabilize operations, manage payroll cycles, and optimize working capital. For families, our services help organize income streams, manage expenses, and ensure liquidity for major life goals—from home purchases to education planning. No matter the stage of life or size of your enterprise, our strategies are designed to adapt and evolve.
Tools for modern financial management
We use innovative tools to simplify financial tracking and decision-making. Our clients have access to detailed reporting, real-time cash flow monitoring, and performance insights—all designed to give you a clear picture of where your money stands and where it’s headed.