LeRoy Wealth Management Group
The LeRoy Wealth Management Group in Association with Summit Financial Resources, Inc., one of the largest independent financial planning firms in the country, specializing in developing comprehensive financial planning strategies for high net worth clientele.
Fundamental to our approach to strategic financial planning is assembling a team of highly qualified professionals responsible for the analysis, developing, presenting and implementing of a program tailored to your long-term objectives. We have a dedicated team of CPA’s, CFA’s, Estate Tax Attorneys, Insurance and Benefit Consultants who work together in a coordinated effort to develop a comprehensive and integrated plan for our clients.
We perform an in-depth analysis of a client’s present position and develop a coordinated plan for our clients utilizing tested strategies. Our experts in taxation, accounting, investments and insurance provide a multi-disciplined approach to financial planning.
Our customized support does not stop at the planning. We will help you implement your plan and monitor the activities on a regular basis. We will provide you world-class service to help you achieve your financial goals, not just at implementation but going forward.