Working together for you

Leizman Wealth Management draws upon decades of tactical asset management expertise to coordinate, streamline and holistically manage the complexities of your financial life. We combine a deep understanding of your unique financial needs, adjusted for your risk tolerance, with state of the art investment tools to deliver custom wealth management solutions with exceptional service.

It’s important to us that you know we honor our relationship with you through the skills, judgment and care we have developed managing wealth. We seek innovation through advanced training and professional development to present both active and passive strategies. In areas where we aren’t the experts, we marshal the extensive resources of Raymond James to bring expertise that fits your needs.

Our team approach is demonstrated by our energy, empathy and responsiveness as we serve your needs and those of your family.