Our team helps clients pursue their investment goals with sound financial strategies. We are proud of the lasting, meaningful relationships we develop with our clients. They serve as the foundation for our ability to create personalized, tailored plans for each person. Learn More

You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

 

Team Approach

With over 45 years of combined experience, we help you build a plan for the future. Our team takes the time to listen to your most important values and draws on the strengths and experience of each team member to help you define clear objectives and implement thoughtful strategies so you can live the life you choose and pursue your most important goals. Meet Our Team

 

Simplifying the Complex

Comprehensive investment planning may seem complex, but it doesn’t have to be. Our goal is to take the success that you have achieved and create strategies to extend that success forward, so you and your family benefit. Learn More

 

Collaborative Planning

Our planning process is a collaboration with you. We talk about what will happen over the next year, the next ten years, and beyond. We ask what you want to accomplish then build a structure and strategies to allow that to happen. Since planning is an ongoing process we make adjustments as your needs change. Learn More

Building and Protecting Your Family Legacy

We take a comprehensive approach and tailor each strategy to your specific goals and risk profile. Your plan will cover the four cornerstones of wealth planning including, investments, asset protection, liability management and legacy and estate planning strategies.  Learn More

Private Wealth Financial Advisor

Larry Leppo has earned the distinction of being named a Private Wealth Financial Advisor. This distinction, within Wells Fargo Advisors, recognizes select Financial Advisors with a history of serving the unique needs of high-net-worth individuals, families, foundations, and institutions.

Larry and his team, work with clients on their complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, they coordinate with other teams of specialized professionals and other resources throughout Wells Fargo & Company.

Senior PIM Portfolio Manager¹

As a Wells Fargo Advisors Senior PIM portfolio manager, Larry Leppo offers a customized discretionary advisory portfolio management program tailored to your specific investment goals. Private Investment Management (PIM) provides you with flexibility in building and maintaining your portfolio by offering a diverse selection of investments to meet your financial objectives.

Fundamental Choice Portfolio Manager²

Joshua Leppo is a Fundamental Choice Portfolio Manager. The Fundamental Choice program is a customized advisory portfolio management program that utilizes active asset allocation management with the goal of long-term capital appreciation. As a specially-trained Financial Advisor, Joshua manages client portfolios in a discretionary manner, guided closely by the research recommendations and collective insights of Wells Fargo Securities and external research firms whose services we subscribe to. Each portfolio follows an investment plan customized to the client’s needs and may represent a blend of stocks, cash alternatives, exchange-traded funds, select closed-end funds, and allowable mutual funds.

Wells Fargo Advisors Platinum Council

Larry Leppo has earned the Platinum Council distinction each year from 2013 - 2023. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Forbes Best In State Wealth Advisors

Larry Leppo has been named as one of the Forbes Best-In-State Wealth Advisors* for each year 2019 -  2023. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

1 The PIM/Fundamental Choice program is not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

2 Fees for the Fundamental Choice program include advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of low trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000