REACHING YOUR GOALS HAS NEVER BEEN SO EASY

Invest with Leafvest

Andrew 

Callejo

Andrew 

Callejo

LEAFVEST BELIEVES

SIMPLIFIED INVESTING

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

to you.

SAVE TIME

 

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

Andrew 

Callejo

ESTATE PLANNING

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.​

Wealth Transfer

Business Succession Planning

Wills & Trusts 

Beneficary Designations

Property ownership

ALTERNATIVE INVESTMENTS

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

Real Estate Investment Trust

Precious Metals

Notes

MODEL PORTFOLIOS

Choose a portfolio that is in line with your current circumstances and your short- and long-term goals.

 

Conservative Portfolio

Moderate Portfolio

Growth Portfolio

Aggressive Growth Portfolio

Andrew 

Callejo

RETIREMENT PLANNING

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

401(k) Rollovers

SEP IRAs

Andrew Callejo