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Our Process

Our Process

No two people are the same, and our professionals know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy

Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.

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CULTIVATED FOR YOU

Your Goals are the Key to Rampant Growth

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.

Organic growth underlies all we do at Leivas Tax Wealth Management. Together, we'll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.


Your Goals. Our Strategies.

Discover an array of services with Leivas Tax Wealth Management.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>The History of Currency</p>

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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<p>U.S. Personal Savings Rate</p>

U.S. Personal Savings Rate

What can be learned from the savings rate?
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."