A PERSONALIZED approach to financial planning.

It feels good to know that our clients consider us family, but that isn't just happenstance. At Meinrod & Leeper Wealth Management, we have thoughtfully organized our team to help affluent individuals and families reach their financial goals in a highly personalized way.

Because we believe true value is ultimately defined by meeting and exceeding client expectations, our client focus is grounded in effective communication, understanding and trust. Client service is the foundation that helps us live our philosophy, and we strive to build rapport and trust by customizing each client's experience.

Our client service is exemplified by:

  • Actively reaching out
  • Staying connected to you
  • Being here when you need us