The Edstrom Leipold Group is focused on assisting high-net-worth individuals, business owners and their families grow and preserve wealth, generate income and implement tax-advantaged investing strategies.
As a comprehensive wealth management team, we provide a wide range of investment solutions including retirement planning, insurance, education funding and estate planning services as well as business strategies for employer defined-benefit and defined-contribution plans.
We serve clients around the world and offer opportunities to participate in the global marketplace. This can help you diversify your portfolio and make it less dependent on the performance of the U.S. stock market.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.
Learn more about the Edstrom Leipold Group.
May 10, 2022
Social Security: At a glance
June 15, 2023
Trend & cycle roadmap
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.