A complete list of active advisors currently associated with Leslie Global Wealth, LLC

Warmer can help you find a great advisor at Leslie Global Wealth, LLC or one who fits your needs even better.

Leslie Global Wealth serves individuals, high net worth clients, trusts, estates and charitable organizations, delivering comprehensive portfolio management (both discretionary and non-discretionary), written financial planning, and referrals to third‑party money managers. The firm also offers access to LPL Financial–sponsored programs such as Optimum Market Portfolios and Manager Access Select to implement managed strategies. The firm tailors portfolios using a mix of fundamental, quantitative and qualitative analysis with an emphasis on asset allocation and a disciplined fixed‑income approach (including duration constraints and sector allocation), and it reviews and rebalances client accounts at least annually. It also uses options strategies (covered calls and spreads), margin transactions when appropriate, and performs initial and ongoing due diligence on third‑party managers it recommends. Compared with many peers, Leslie Global Wealth manages roughly $446.8 million with a three‑advisor team and supplements traditional wealth services with atypical offerings such as cost segregation studies, corporate structure and tax planning, real estate analysis, and lines‑of‑credit evaluation. The brochure discloses that firm advisors are also registered representatives of LPL, the firm has a forgivable loan arrangement with LPL, and advisors may receive commission income and insurance commissions (disclosed as potentially creating conflicts of interest), all of which can affect custodial and product recommendations.

To learn more about the advisors currently working at Leslie Global Wealth, 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.