At Leavitt Group Private Wealth Management, every plan begins with understanding who you are and what you’ve built. Based in Lethbridge and serving clients across Southern Alberta, we bring the clarity, structure, and personal guidance that helps professionals, entrepreneurs, and families turn complexity into opportunity. Our work is focused on creating measurable results—real dollars, real impact—for people whose financial lives are as dynamic as their ambitions.
Doctors
You care for people through long, demanding days. We create a calm, coordinated plan that protects your time, supports your goals, and makes big decisions feel easier—from building security for your family to shaping the future you want beyond the clinic.
Dentists
Your practice is both livelihood and legacy. We help you see the whole picture—home and practice, today and tomorrow—so growth, stability, and personal goals move forward together with fewer surprises and more confidence.
Business owners and entrepreneurs
You’re building something that matters. We turn moving parts into a clear path—linking business decisions to family priorities—so you can act quickly, sleep better, and feel certain your hard work is creating the options you want.
Farm families
Farms are built on seasons, tradition, and family. We listen first, then craft a plan that respects both the operation and the relationships—helping you balance today’s needs with tomorrow’s handoff in a way that feels right.
High-net-worth families
With more pieces on the board, clarity matters most. We bring everything into one view and keep it in sync over time, so your wealth supports the people, causes, and experiences that matter—now and across generations.