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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.

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