With an enhanced team-based approach that provides both local and national industry expertise, Leavitt Group Private Wealth Management provides you with an elevated level of advice and resources.
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:
Our team works closely with seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.