At Leverte Group Wealth Management, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service.
Speak to us for a few minutes, and you’ll notice something different. We’re resolutely focused on a client’s goals and continually strive to exceed expectations. We’re keenly attuned to what matters to you – your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business.
In a financial world marked by change – we look to promote consistency, dispel confusion, and design a personalized path for each family. We have an instinct for solving problems, and look to continually refine and enhance what we do.
We’re proud of the fact that we’re restless in our quest to help you, harnessing our team’s complementary skills and strengths. Clients work with us from cities and towns in diverse parts of the United States as our advisor partners collaborate to serve as your “go-to resource,” whatever the financial issue or need.
We live in a world that's constantly changing.Markets fluctuate moment to moment. New investment opportunities arise daily. Regulations are amended often.That's why we believe that you and your situation are the best starting points from which to plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because only by understanding you and your priorities, can we effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.Your Financial ApproachWe offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.FAMILY##### Taking care of your family and other people in your life* Trust & Estate Services4* Education Funding1* Insurance3HEALTH##### Planning for healthcare expenses now and in the future* Long-term Care Insurance3* Health Savings Account2* Disability Insurance3HOME##### Upsizing, downsizing, remodeling or buying a vacation home* Home Loans2* Home Equity Lines of Credit2* Securities-Based Lending2* Credit Cards2WORK##### Working in retirement, selling or starting a business* Bank of America Business Banking2* Exchange Funds1* Concentrated Stock Management1* Succession Planning1LEISURE##### Spending your free time in meaningful ways* Credit Cards2* Securities-Based Lending2* Structured Lending2GIVING##### Volunteering, mentoring others and giving to charities* Donor-Advised Funds4* Private Foundations4* Charitable Trusts4FINANCE##### Using your finances to bring it all together* Merrill Investment Accounts1* Investment Advisory Accounts1* Alternative Investments1* Exchange-Traded Funds1* Mutual Funds1* Closed-end Funds1* Fixed Income Products1* Options1* Annuities3* Impact Portfolios1* Market-Linked Investments1* Securities-Based Lending2* Margin1* Home Loans2* Bank of America Checking and Savings Accounts2* Credit Cards2* Online Account Access1,2
CFP®, CIMA®, CPFA®
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
