Focused on your financial future

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.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

Taking the next step

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.

Meet the team

Learn more about the Edstrom Leipold Group

Latest Insights

U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023 | Atul Bhatia, CFA

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.

Read more