holistic financial planning

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Who We Are

We use a holistic approach to wealth management.  Our systems, procedures and techniques have been refined by years of experience helping make us an efficient and productive wealth management company.  Financial planning often stays within financial goals, but holistic wealth management includes a comprehensive range of services.  Investors today have broader needs from their financial advisor beyond traditional investment management.  Our goal, with every client, is to bring clarity and confidence to their financial futures.

1.  ​ESTABLISH a VISION

2.  DEVELOP a STRATEGY

3.  ADJUST REGULARLY

Mission Statement

As your financial advocate, we can guide you on your financial journey by paying attention to the details and taking a 360 degree approach.  We can help you reach your goals.  We organize all of your personal and family financial information in one place.  Our sophisticated technology consolidates your information and presents it clearly.  So no matter where you are, we can both quickly get the date we need to help you make a decision.

HOLISTIC [hoh-lis-tic]

THE IDEA THAT THE WHOLE IS MORE THAN MERELY THE SUM OF ITS PARTS, IN THEORY OR PRACTICE.

Trust.  Honesty.  Integrity.

​We believe values matter, and we live by ours every day.

Our core strength is working with your other professionals, Estate Attorneys, CPAs, Insurance Agents, Banks, etc. to help ensure everyone on your financial ship is paddling in the same direction.  We strive to deliver exceptional care and attention.  By listening before acting, we provide advice that anticipates and responds to your unique requirement.  Our job is to be your Personal Wealth Coach, to lead you to financial success.

Our ideal client wants to enjoy life and understands the value of working with professionals...Less Stress, More Enjoyment.  New clients must believe in long-term relationships.  We are quite prepared to earn the relationship, but we will not take on a client who has a short-term perspective.

Leach Wealth Management Group was formed in 2004, offering a full range of services secured through Money Concepts International.

​Formed in 1979, Money Concepts is a worldwide network of Financial Planning Centrés keyed to individual, family, and business financial planning.

​Money Concepts has over 700 Financial Planning Centrés throughout North America, Europe, and the Pacific Rim.

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Money Concepts is associated with Money Concepts Capital Corp., a Broker Dealer and Member of the FINRA and SIPC.

HOLISTIC WEALTH MANAGEMENT​

Bringing Clarity and Confidence To Your Financial Future utilizing our holistic financial planning process.

INTEGRITY – We pledge soundness and honesty in all our dealings with clients and companies with whom we affiliate.
COMMITMENT – We regard all associations as a trust and give our total attention to the best interest of our clients, now, and in the future.
FAIRNESS – We insist that all arrangements work equally well for all parties in both human and financial terms.
CREDIBILITY – We will not associate ourselves with products or services that we cannot believe in and use with pride and integrity.
OPPORTUNITY – We will constantly be alert to changes in markets, products, regulations and the economy for the opportunities they may create.

Corporate Philosophy

Our Values

Coaching

How We Work

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