7009 South Potomac Street,
Most people struggle to get their head around their finances.
We hear all too often that there was "an intent to start saving, planning for retirement, and understanding more about getting their finances in order, but life got in the way..."
Between attempting to manage a work life balance, raising children, going through life transitions, hardships and extreme growth opportunities alike, its understandable that there has not been a convenient time to think about financial strategy, planning, and retirement.
We get it.
We're human, too.
We are fathers, mothers, sisters, brothers, aunts, uncles, volunteers in the community, etc.
At The Leigh Wealth Management Group we take the stress, complication, and overwhelmed feeling of trying to understand all of the options, financial industry terms, strategies, etc. and proactively take a different approach.
Our approach is an educational and active approach.
We are focused on hearing your specific needs and wants, where you are now, what your vision is for your future, and we pull together our resources to customize a plan of attack for YOU.
Our reasons for becoming financial professionals are deeply personal. We all have stories and can empathize with the people we are privileged to call clients.
If you want straight forward communication and a team not just interested in the numbers, but also getting to know you, your family, your business, your feelings and thoughts around money, your goals and be your coach along the way - then let's talk.
Feel free to call us, or simply fill out the form below, and we will reach out soon.
Wealth Management Advisor
For all of the numbers involved in financial planning, emotion is often the largest component at play. As a Wealth Management Advisor, Chad has the unique opportunity to inspire, motivate and challenge people to fulfill their potential...
Registered Client Service Associate
I currently serve as a Registered Client Service Associate at Leigh Wealth Management Group. I love working with my team here because everyone puts their best effort into helping people and supporting one another. It really...
Client Service Associate
Jade Zoeller strives to make each client's experience positive and memorable with the hope that they feel like they are part of our Leigh Group family.