A complete list of active advisors currently associated with LeClair Wealth Partners

Warmer can help you find a great advisor at LeClair Wealth Partners or one who fits your needs even better.

LeClair Wealth Partners manages approximately $362,976,084 in client assets and provides personalized financial planning as well as discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients), families, family offices, trusts, foundations and qualified retirement plans. The firm delivers these services through both a firm‑branded wrap fee program and non‑wrap accounts, and may recommend or engage unaffiliated external managers for portions of client portfolios. The firm’s investment process is client‑centered and tailored to each client’s objectives, relying primarily on fundamental analysis with investment research drawn from third‑party sources and limited artificial intelligence assistance while retaining human decision‑making. Portfolios are generally long‑term in orientation but can include shorter‑term trades and a broad opportunity set — mutual funds, ETFs, individual equities, fixed income, REITs, private/alternative investments, structured notes — and may use margin borrowing, derivatives and hedging strategies when suitable for a client. Noteworthy aspects disclosed in the brochure include the firm’s participation in the Zoe/Apex digital platform (used for custody, reporting and automated or manual rebalancing) alongside its LeClair Wealth Partners wrap offering, and formal referral/endorsement arrangements with third parties such as Zoe. The firm also discloses that certain personnel engage in affiliated broker‑dealer and insurance activities and that it has specific policies and disclosures around the limited use of AI, leverage, derivatives and wrap program arrangements to address related conflicts and risks.

To learn more about the advisors currently working at LeClair Wealth Partners, 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.