Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Woodroe Leach
Owner/President
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 known 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.
Erika T. Clay
Administrative/Client Service Representative
Erika is the first point of contact for our clients, and she provides essential support that keeps the practice running smoothly. She ensures that our clients receive the best customer service possible. Her responsibility is to schedule appointments for you, and she is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query. Erika is responsible for handling routine client service requests such as address changes, withdrawals, and/or contributions. She will make sure that we have a firm grasp on all the details specific to each of our clients and that we respond to every need in a timely manner.