Wealth Management
Wealth Management
The strength of personalized solutions to meet your needs.
Wealth Management
The strength of personalized solutions to meet your needs.
Now Announcing
We are pleased to announce the addition of Ross Rettenmier to Leach Wealth Strategies Group!
Ross brings more than three decades of experience in the financial services industry. Throughout his career, Ross has built his practice around long-term relationships, disciplined planning, and a genuine commitment to the clients and communities he serves.
His addition to our team brings fresh perspectives and a deep understanding of financial planning, further strengthening our ability to provide the thoughtful and timely guidance you have come to expect.
Welcome to Our Website
There are many ways to participate in the financial markets. The Leach Wealth Strategies Group believes that exposure to many different kinds of investments is crucial to successful investing. After gaining an understanding of each client’s objectives and tolerance for investment risk, we discuss and recommend what we feel is an appropriate blend of stocks, bonds, mutual funds, and other investments.
Left to right: Reese Lawrence, CFP®, Financial Advisor, Georgette Duleba, Associate Financial Advisor, Louise Nisperos Wiffkopf, Registered Client Associate, Daniel Leach, CFA, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager, Branch Manager; Kathy Spooner-Petosa, Branch Administrator, Client Associate;
Wealth Management is more than setting a budget, investing your money or planning for retirement. Let us guide you with a comprehensive plan that helps identify and prioritize your goals and truly reflects your values.
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
Send Us a Message
Let's Connect
We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.
Thank you for your submission!