Investment Management

At Leicht Financial Planning and Wealth Management, we create strategies with the goal to help you protect and grow what is most important to you and your family. Our approach to asset allocation and investment planning focuses on developing strategies that seek to help you:

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Generate growth to outpace inflation

An emphasis on due diligence 
LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a wide array of top industry talent in constructing your portfolio. The LPL Research Team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry portfolio account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure that your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs, which may include:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange-traded funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)**
  • Model Wealth Portfolios (MWP)
  • Alternative investments*

*Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.

**SAM is offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

No strategy ensures a profit or protects against loss. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.

Watch our 2014 Outlook video:

Securities offered through LPL Financial, Member FINRA/SIPC. 
Investment advice offered through Leicht Financial Planning & Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
NY, NJ, PA, IL, NH, MA,  MD, VA, NC, SC, FL, TX, NV, CA, KS

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