Helping Clients Achieve Financial Success

Our team of highly experienced advisors and associates work together to provide affluent individuals and families, as well as entrepreneurs and business owners, with goals based planning and investment management. As a private wealth management team, we strive to help our clients build, manage, protect, and transfer their wealth, while offering innovative ideas, and forward-thinking opportunities.


Life can bring unexpected twists and turns – some of which bring surprising joy and good fortune, while others lead to setbacks and losses. These transitions, whether planned or unforeseen, often come with uncertainty, stress, and self-doubt. During such times, people may be inclined to make hasty decisions or delay action altogether. We recognize that the multitude of transitions that individuals, their spouses, and family members undergo, often in close succession, necessitates constant adaptability.


The Lillibridge Tempelis & Leddy Group of Wells Fargo Advisors is dedicated to standing by our clients’ side through it all. While we cherish celebrating their accomplishments and successes, we understand that our most crucial role is helping them navigate disruptions that don’t adhere to a set timetable.