Leach, Bickmore & Weiss Wealth Management, LLC

Ben Rozin is a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC with a Series 65 designation and over 15 years of industry experience. He previously worked at Morgan Stanley from 2017 to 2024 and Manning Napier Advisors from 2005 to 2016. Rozin is also involved in a real estate business since 2024. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million across about 291 clients. The firm employs a value-oriented investment approach based on fundamental analysis and intrinsic-value assessments and offers services including asset management, financial planning, consulting, and educational seminars.

Daniel Weiss is a Series 65-licensed advisor at Leach, Bickmore & Weiss Wealth Management, LLC with 15 years of industry experience. He has been with the firm since 2015. Outside of his advisory work, Weiss is a managing member of HyphaWay, LLC, a financial planning software company for advisors, and LBW Consulting, LLC, a business consulting firm. He is also a licensed independent insurance agent. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million across about 291 clients through a five-advisor team. The firm employs a value-oriented investment approach using fundamental analysis and intrinsic-value assessments to manage portfolios including individual stocks, bonds, mutual funds, and ETFs, with strategies that may use options and margin.

Nathaniel Leach is a financial advisor with Leach, Bickmore & Weiss Wealth Management, LLC, holding a Series 65 designation and bringing 14 years of industry experience. He has worked at his current firm since 2015 and previously spent three years with Poehling Capital Management, Inc. Leach is also a managing member of HyphaWay, LLC, a financial planning software company for advisors, and LBW Consulting, LLC, a business consulting firm. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million for around 291 clients through a five-advisor team. The firm employs a value-oriented investment approach focused on fundamental analysis and intrinsic value, utilizing individual stocks, bonds, mutual funds, ETFs, and derivatives as part of its portfolio strategies.

Timothy Bickmore is a CFP® with 13 years of industry experience and has been with Leach, Bickmore & Weiss Wealth Management, LLC since 2015. He is a managing member of two non-investment-related businesses: HyphaWay, LLC, a financial planning SaaS for financial advisors, and LBW Consulting, LLC, a business consulting company. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million for about 291 clients. The firm uses a value-oriented investment approach based on intrinsic-value assessments and employs strategies that may include options and margin, alongside financial planning and consulting services.

Gary Grosskopf is a CFP® with four years of industry experience, currently serving as a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC since 2021. His work history includes roles at Third Coast Advisors, the University of Wisconsin - Madison, and Accumoto Motorsport LLC. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million for around 291 clients. The firm employs a value-oriented investment approach using fundamental analysis and intrinsic-value assessments to construct and manage portfolios, with strategies that may include options, margin, and third-party sub-advisers.