LeClair Wealth Partners

Steven Leclair is a CFP® with 23 years of industry experience, currently serving as an advisor at LeClair Wealth Partners in Miami, FL. His prior experience includes roles at Raymond James & Associates, Inc. and UBS Financial Services Inc. He is also involved with several affiliated entities including LeClair HoldCo LLC and LeClair Capital Partners, LLC. LeClair Wealth Partners manages over $360 million in client assets and provides personalized financial planning and investment management to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a client-centered investment approach that relies on fundamental analysis and third-party research, offering a broad range of investment options and utilizing both discretionary and non-discretionary strategies.

Robert Mazzocco is a financial advisor at LeClair Wealth Partners in New York, NY, holding Series 65 and Series 66 credentials. He has worked in the financial services industry since 2016, with experience at multiple firms including GT Securities, Inc. and LeClair Capital Partners, LLC. LeClair Wealth Partners manages over $360 million in client assets and offers personalized financial planning along with discretionary and non-discretionary investment management to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm’s investment approach is client-centered, primarily based on fundamental analysis and third-party research, with portfolios typically oriented toward long-term holdings but flexible to include a wide range of investment vehicles and strategies.

Lauren Matthiessen is a CFP®-certified financial advisor with 13 years of industry experience. She currently works at LeClair Wealth Partners and previously held roles at Raymond James & Associates and UBS Financial Services. Outside of advising, she is involved in insurance sales, focusing on variable products. LeClair Wealth Partners manages over $360 million in client assets, providing personalized financial planning and investment management to individuals, families, trusts, foundations, and qualified retirement plans. The firm emphasizes a client-centered investment process that combines fundamental analysis with third-party research and limited AI assistance, offering a broad range of investment options tailored to client objectives.

Mitchell Towne is a financial advisor at LeClair Wealth Partners with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates, LPL Financial, Lincoln Financial Advisors, and UBS Financial Services. LeClair Wealth Partners manages over $360 million in client assets, providing personalized financial planning and investment management to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm uses a client-centered investment process focused on fundamental analysis and offers a broad range of investment strategies including long-term portfolios and alternative investments.