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We help you make smart decisions about money so you can

enjoy life.

Start your journey of Vision, Discipline and Independence with a free consultation.

people and families enjoying their lives
Parallel Lines
YOUR PORTFOLIO

You'll be taken to Orion Advisor to sign in and view your portfolio.

YOUR WEALTH PLAN

You'll be taken to Right Capital to sign in and manage your plan.

YOUR STATEMENTS

You'll be taken to Pershing to sign in for your account records.

OUR APPROACH

We have developed and refined a process to put all the pieces of the financial puzzle together – we call it the LW Wealth Process. 

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The three interlocking leaves of our logo represent the interdependent pillars of our LW Wealth Process:

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Vision. Discipline. Independence.®

the Leshnak Wealth team standing together as a group
YOUR TEAM

The Leshnak Wealth team brings expertise and creative strategies to assist with retirement income, investing, tax preparation and wealth preservation.

NEWSLETTERS
Contact Us

Thank you - we will be in touch with you soon.

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

DISCLOSURE STATEMENT

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Leshnak Wealth, 7182 Liberty Centre Drive Unit I, West Chester, OH 45069, United States

(513) 779-3777

bob@leshnakwealth.com

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Customer Relationship Summary

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Leshnak Wealth is a marketing designation. Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic Wealth), member FINRA/SIPC. Additional advisory services offered through Southland Equity Partners, LLC, a registered investment advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services offered through Leshnak Financial Group, LLC. Tax Preparation offered through Leshnak Tax Preparation, LLC.

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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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