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