Personalized support
Leib Zeisler Wealth Management team offers thoughtful and considered investment strategies that produce excellent results in both the short run and over the long run while managing exposure to risk.
With over thirty years of experience, Leib has built an accomplished private-client wealth management business with over $500 million in assets under management and a reputation for integrity, excellence and superior results.
Leib’s team is known for exceptional client servicing, well above and beyond industry standards. We really do believe that you, the client, are the priority.
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Our approach
Our commitment is to provide personal wealth management, adjusting portfolios to meet each client's specific needs for cash flow, capital gains, and safety.
Wealth management is an ongoing process. We can help you achieve your financial and life goals, whether you are seeking to:
- Build your financial future
- Preserve and protect what you already have
- Convert wealth to an income stream and maximize after tax income
- Create a lasting legacy for your family or your community according to your values and wishes
Our three core principles
Our clients and their families have worked hard to earn the money
entrusted to us. We work hard to earn their trust, providing
consistently solid returns that maintain and grow wealth.
- Investment planning should be consultative, personalized and responsive. We build comprehensive portfolios with attention to clients needs for cash flow, capital gains and preservation of capital. As these needs evolve, investments are adjusted to meet financial objectives with maximum tax planning efficiency.
- A commitment to build value and preserve capital. Wealth preservation requires growth as well as savings.
- Wealth is created over time. Long-term relationships allow for investment strategies that can manage the risks and take advantage of the opportunities presented by the market cycle.
Discover our step-by-step approach
