A complete list of active advisors currently associated with Leach, Bickmore & Weiss Wealth Management, LLC

Warmer can help you find a great advisor at Leach, Bickmore & Weiss Wealth Management, LLC or one who fits your needs even better.

The firm serves individual and high-net-worth clients, as well as trusts and business entities, offering asset management, legacy wealth-management engagements, financial planning and educational seminars. It provides discretionary portfolio management and written financial plans, tailoring holdings across stocks, bonds, ETFs, mutual funds, options and other public or private securities. Investment decision-making emphasizes fundamental and intrinsic-value analysis with a long-term orientation, complemented by mutual fund/ETF manager review and fixed-income allocation work; tax efficiency is not the default priority unless agreed otherwise. The brochure discloses that the firm may use margin/borrowing and options strategies and can employ derivative instruments in separately managed accounts, practices that introduce additional leverage and risks compared with typical team advisory practices. Distinctive aspects include that multiple representatives are licensed insurance agents and that the firm’s principals operate affiliated businesses—LBW Consulting (business consulting) and Hyphaway (a SaaS financial‑planning venture)—with the brochure noting non-solicited capital contributions to Hyphaway and describing mitigation measures for related conflicts. The firm also recently applied for SEC registration and manages roughly $115 million of discretionary assets with a compact four-advisor team, arrangements the brochure identifies as relevant to supervision and conflict-management practices.

To learn more about the advisors currently working at Leach, Bickmore & Weiss Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.