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Invest smarter, live happier.

Leavitt Wealth Management LLC is a registered investment advisory firm that provides clients with a single trusted resource for their financial needs and goals. We work with you to design an investment plan that gives you the confidence to pursue your passions and live happier.

We are a fee only firm that provides a disciplined investment strategy that incorporates your goals and objectives using a tax efficient, low cost and diversified investment portfolio.  Our investment allocations are individually tailored to provide long term results based on academic studies.  It's not about chasing returns.  It is about investing smarter.

 Mark G. Leavitt, CPA is an accounting firm specializing in individual and small business tax planning and preparation.


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 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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