Enspire Wealth Management, LLC

Mark Leavitt is a financial advisor at Enspire Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including Meritas Wealth Management and his own Leavitt Wealth Management, LLC. He also maintains a separate CPA practice with reciprocal client referrals between his accounting and advisory work. Enspire Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts and estates, small businesses, and some pension and profit-sharing plans. The firm employs a consultative process to establish target asset allocations and uses fundamental analysis to select mutual funds and ETFs, managing most client accounts on a discretionary basis with regular monitoring.

Kaden Wootton is a CFP® professional with three years of industry experience. He is currently an advisor at Enspire Wealth Management, LLC and previously worked at Meritas Wealth Management and Fidelity Investments. Enspire Wealth Management provides discretionary investment management and financial planning primarily for individuals, high-net-worth clients, trusts, estates, small businesses, and pension or profit-sharing plans. The firm uses a consultative approach to build diversified portfolios centered on long-term holding and fundamental analysis, managing most accounts on a discretionary basis.