Become a Client
The commitment we make to every one of our relationships is why our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same for them. We invite you to contact us today to learn how The LeClaire Team can help you chart a path to your financial future.
When you work with The LeClaire Team, you’ll find a partner that can tailor a total investment solution unique to your financial life. Our primary focus is to work with you to help pursue your near- and long-term financial goals while protecting and preserving what matters most to you. This commitment is strengthened by our experience, values, and dedication to service. The result is a balanced partnership that you can count on to help support and prepare you for your financial future.
SPECIALIZED EXPERIENCE AND PERSONALIZED SERVICE
Our ability to help you realize your lifestyle and legacy goals requires a sharp understanding of your complete life picture and the experience to balance proven wealth management strategies with your evolving needs. Our specialized approach leverages investment expertise with highly personalized service to create a comprehensive wealth management program tailored to your distinct needs and objectives.
PLANNING TO ACHIEVE YOUR GOALS
A successful investment plan involves more than simply managing accounts. It is a carefully choreographed plan that incorporates assessing aspects of your financial life, understanding your values, objectives, time horizon, risk tolerance, and thought process and then matching investment opportunities into a personalized financial strategy.
Because we are continually keeping up to date on the current market while monitoring your investment portfolio against your designated benchmarks, we can keep you positioned to take advantage of opportunities while still maintaining the flexibility in your accounts to adjust for the unexpected so that you can feel confident about your future.
A partnership with The LeClaire Team is one step you can take to bring your ideal financial life to fruition.
SUCCESS SUPPORTED WITH INTEGRITY
As independent financial advisors, our objectives are always aligned with yours. We respect your wishes and opinions, and your goals, expectations, and risk tolerance drive every recommendation we make.
Our choice to partner with Commonwealth Financial Network®—an independent broker/dealer with a more than 30-year history and a client-centric service model that mirrors our own—helps us maintain our independence. It allows us access to the vast array of investment choices and product strategies the industry has to offer, as well as the freedom to focus on what benefits you most, without pressure to promote a particular product or answer to a parent company. All this enables us to provide you with sound, comprehensive guidance to help you achieve your financial goals.
VIEW YOUR FINANCIAL LIFE ONLINE—ALL IN ONE PLACE
Investor360º® gives you the power to see an executive summary of your financial life, whenever you want, from any Internet connection.