The Levy Tebeleff Group

Value statement

Our mission is to assist clients plan for and enjoy their retirement years with the comfort, independence and choices they deserve. We organize and manage the financial lives of our clients; helping them accumulate and protect their wealth. We help answer important questions like: How much can I spend in retirement without running out of money? Our goal is to earn your trust and confidence and the right to be considered your primary financial advisor.

Our commitment to you is to diligently listen and understand your financial needs and concerns. Together, we will identify solutions that help you meet your goal, through a stable, predictable wealth management experience, for you and your family. Our clients value the support we provide to help them make informed decisions about their investments and other financial matters.

We do this by developing wealth management plans based not on speculation, but on rational investment strategies, tested over time as opposed to emotional responses to market events.

Our philosophy: continuously earn your trust and confidence.
Know You; Serve You; Be Competent; Be Honest.