Welcome to LeRoy Wealth Management Group

The best way to map out your future and your finances is through a coordinated and comprehensive effort. Your accountants, attorneys, bankers and brokers may all provide sound advice in their respective areas of expertise, but do so individually.  As individuals, they may not be addressing your objectives from an overall integrated/coordinated perspective. Our successful clients lead complex busy lives and recognize the inherent difficulty in managing their own financial resources. They turn to us for an integrated and comprehensive plan. At LeRoy Wealth Management we not only provide a customized plan, we see it through to implementation. We are independent and unbiased which enables us to always put our clients first.
Learn More About Our Company

Estate Planning Business Continuity Planning Fringe Benefit Planning Insurance Planning Investment Planning Income Tax Planning College Funding Planning Retirement Planning Goals and Objectives

Securities and Investment Advisory Services offered through Summit Equities, Inc., Member FINRA/SIPC, and Financial Planning Services offered through Summit Financial Resources, Inc.
4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax. 973-285-3666

  • Welcome To LeRoy Wealth Management

Mission Statement

Mission Statement Text

Latest News, Info and Events

Download this free report today to learn the essential questions you should be asking your financial advisor. Written by John LeRoy of LeRoy Wealth Management.

The Weekly Commentary from John LeRoy provides insight and guidance for the savvy investor.

Market Commentary produced by Summit Financial Resources

Contact Us Today

Give us a call today. (973) 285-3634 or Send Us an Email