Approach to wealth management

At the Leroux Investment Group, we firmly believe that an investment strategy is not just about the individual investment choices made. Equally important to achieving your financial goals is the construction and maintenance of a comprehensive wealth management plan. That is why, in addition to our investment services, we construct and maintain wealth management plans for all of our clients. These plans use the latest theory and technology and help us determine how attainable our clients’ goals are. If the base plan doesn’t have a high probability of success, we know the “knobs” we need to turn to bring that probability up. In short, our goal is to make sure you meet all your needs while never running out of money. Our process includes:

  • Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives
  • Gathering Your Current Financial Information — Together, we gather specific information on your financial picture
  • Developing Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives, drawing from a wide election of world-class products and services.
  • Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.
“Good fortune is what happens when opportunity meets with planning”
 ~ Thomas Edison