Wealth creates opportunities. Opportunities to define your Legacy, pursue Educational accomplishments, make memorable life Experiences and promote Philanthropy. Wealth allows you to perform financial planning, retirement planning and investment planning to achieve financial goals.
As a boutique investment strategy and asset management firm, LEEP can help you grow and defend your wealth. Increased wealth leads to greater opportunities. To match your investment goals, we develop personalized wealth management strategies designed to reduce the risk of turbulent markets and lead to more sustainable wealth.
We serve clients ranging from business owners, retirees, family foundations, professionals and individual investors with varying assets and preferences.
Leep Asset Management
LEEP Asset Management is a registered investment adviser.
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