holistic financial planning

Woodroe Leach is a wealth manager at Leach Wealth Management Group. He focuses on providing wealth management solutions to individuals, families and businesses in the Clinton Maryland area. Together with his team, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.

Woodroe founded Leach & Associates in 1979, now know as Leach Wealth Management Group.  Since then, his clients have entrusted him with their investment assets. He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.

Successful individuals and families work with Woodroe to:
~ Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
~ Make smarter decisions in today's uncertain political, economic and social environment.
~ Obtain an independent second opinion from a top financial advisor in their community.

WOODROE

LEACH

ANYONE CAN READ A SPREADSHEET.

​THE GIFT IS IN READING PEOPLE.

Finances are more than just numbers.  They're a key part of our sense of self-worth and emotional well-being.  If you're a business owner and want to balance your business success with personal financial success, then we're ready to work for you.  If your goal is to help your family achieve financial independence or reach other goals that require short- or long-term planning, we can help you make it happen.

We manage it all, right down to scheduling a meeting with you every six-months to sit down over coffee, tea, juice, water (you get the picture), review your goals, discuss how things have changed in the market, business, or your personal life, and optimize your plan to stay on track.  Our mission is to bring clarity and confidence to your financial future.

LEACH WEALTH MANAGEMENT FILLS A NEED

THE FINANCIAL PLANNING

CATEGORY IS MISSING.