Financial planning often stays within financial goals, but holistic wealth management includes a comprehensive range of services.  Investors today have broader needs from their financial advisor beyond traditional investment management.  Our goal, with every client, is aiming to bring clarity and confidence to their financial futures.

Leach Wealth Management Group was formed in 2004, offering a full range of services secured through Cambridge Investment Research, Inc.

Founder and CEO, Woodroe Leach began working in the financial services industry in 1979. His personal mission was to bring high quality services to individuals, families, and small businesses..

Leach Wealth Management Group is now three generations strong!

INTEGRITY – We pledge soundness and honesty in all our dealings with clients and companies with whom we affiliate.
COMMITMENT – We regard all associations as a trust and give our total attention to the best interest of our clients, now, and in the future.
FAIRNESS – We insist that all arrangements work equally well for all parties in both human and financial terms.
CREDIBILITY – We will not associate ourselves with products or services that we cannot believe in and use with pride and integrity.
OPPORTUNITY – We will constantly be alert to changes in markets, products, regulations and the economy for the opportunities they may create.