OUR APPROACH
Vision.
Discipline.
Independence.®
The Leshnak Wealth Process is the DNA underpinning everything we are, everything we do, and everything our clients experience. It's our identity, our mission and our approach to your success.
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The three interlocking leaves of our logo represent the three pillars of our LW Wealth Process expressed in our tagline – Vision, Discipline and Independence. Each piece is independently vital to our LW Wealth Process, yet reliant on the others for successful wealth management.
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These concepts guide our broader mission while focusing our day-to-day energy on effective planning for our clients. We dedicate ourselves to your goals, to invest your resources prudently to best attain your aspirations, and to protect your assets from the unforeseen events that may affect your Wealth Plan.
Vision
Vision embraces your ability to define life goals and aspirations, and motivates us to work together to overcome challenges. This sets the goals of the Wealth Plan and defines a roadmap for the future.​
Discipline
Discipline encompasses the determination and motivation to carry out your Wealth Plan. Discipline is a skill and a mindset that enables crystal-clear focus on the vision for financial independence. We support your discipline with strategies that may best protect and mitigate life’s events and challenges.
We implement, monitor, review and, when needed, revise all aspects of your Wealth Plan, including an investment strategy designed to best grow the portfolio commensurate with your risk tolerance, goals, and resources.
Independence
Independence is the ultimate goal for each client we work with at Leshnak Wealth so they can slow down and enjoy life.
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Our independence at Leshnak Wealth affords us the flexibility to provide what we believe are the best and most effective advice, investment strategies, and protection solutions. We are not beholden to any investment firm or insurance company, their products or services.
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Our clients strive for financial independence, and consequently to make work optional. We seek to restore liberation and order, and ensure you enjoy the fruits of your work ethic with a sense of purpose.
Our work is done together, person-to-person, and built upon a bedrock of trust and confidentiality.
It starts with a conversation.