
A comprehensive range of relationship-based services to create and preserve wealth across generations, including: investment and asset management, estate planning, tax services, advance planning and risk management for life and health, charitable giving, even lifestyle management and concierge services for the family.
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In Business Since 2013
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Sentiment Analysis
Glenn and his team of financial professionals provide exceptional client services, personalized attention and always keep commitments for completion of transactions and follow up.
Having had mixed emotions with financial advisors in the past, we are confident and secure in Glenn’s counsel, and trust his judgement regarding our financial matters.
Glenn Leest has been so helpful in rolling over my Vanguard accounts to Charles Schwab.
Glenn Leest is my financial advisor and I have found him knowledgable, informative and very helpful.
I have worked with Glenn Least for a few years now and highly recommend working with him!
I am very happy with the service of this company and Senior Investment Advisor Glenn Leest.
We have worked with Glenn Leest for the last 5 years and we appreciate all of his knowledge and advice.
Glenn explained everything along the way and has always been available to answer questions and respond quickly when we needed him to.
After knowing Glenn and his character for years, it was an easy choice to trust him with our financial investments.
Times like this make it even more valuable to have a Financial Planner that you trust and can manage your Wealth through and past this recession.
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