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REACHING YOUR GOALS HAS NEVER BEEN SO EASY
Automated software manages your investment account for you around the clock. We’ll do all the work so that you can focus on the other things that matter
Sync all your investment
accounts in one convienient location.
View and track everything in one place and get one simple consolidated monthly updates.
Leafvest believes in simplifing your investing life. Leafvest provides investors access to the best of both worlds,
automated investing +human experience.
Along with access to world-class service, and long term management without high fees.
How We Help
HOW WE HELP
Let us help you with the basic and more advanced approaches to estate planning, from understanding how wills and trusts work to learning strategies that may help protect your beneficiaries and assets.
Business Succession Planning
Wills & Trusts
Now more than ever, high-net-worth investors are demanding a diversified asset allocation that frequently includes alternative investments. Take advantage of our research, education and insights focused on this rapidly growing asset class.
Self -Directed IRA
Real Estate Investment Trust
Choose a portfolio that is in line with your current circumstances and your short- and long-term goals.
Aggressive Growth Portfolio
We can help guide you along the path to—and through—retirement. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement.
Traditional & ROTH IRAs
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