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.