Empowering Your Financial Future Through Proactive Management
Our Story
At Leap Wealth Management, we are committed to providing exceptional financial services that help individuals achieve their financial goals. Our story began in 2010, when our founder, Chris Leap, a seasoned financial advisor with a passion for helping people navigate the complexities of the stock market.
A New Approach
Chris's journey in this industry began in 1995 when he discovered his love for finance and recognized its potential to make a positive impact on people's lives. After moving to Dallas, he embarked on his mission to provide exceptional financial services. In 2000, the Tech Bubble burst, leaving many investors devastated by the crash. Then, in 2008, a similar market collapse occurred. Chris observed how the traditional model portfolios failed to protect people's investments and saw an opportunity for a better approach. He believed there were times to invest, times to hold back, and times in between. This realization inspired him to establish Leap Wealth Management, driven by the desire to offer a more effective investment experience.
Our Independence
Chris's vision for Leap Wealth Management extended beyond just providing better investment strategies. He didn't want to be limited by the products he could offer his clients, dictated by a larger firm. Instead, he aimed to create an independent company that could deliver a more personalized and comprehensive experience. By breaking away from the old system that wasn't working, we worked tirelessly to establish a new standard for financial planning and wealth management.
Our Services
At Leap Wealth Management, we offer a range of services designed to help individuals achieve their financial goals. Our services include:
Individualized Portfolio Management: We empower our clients by providing proactive financial management, where dynamic strategies and a direct approach enhance opportunities.
"Hands-On" Retirement Planning: Our team takes care of managing and trading in your retirement accounts today, regardless of whether you have a defined contribution retirement account (401k), 403b retirement account, or a TSP retirement account.
Tax Efficiency Solutions: We assist our clients with strategies in mitigating, postponing, or diminishing their tax losses, helping them keep more of their money and strategically managing their tax liabilities.
Family Legacy Preservation: We work closely with our clients and their estate planning lawyers to ensure their estate plan is well-structured and aligned with their goals.
Protection Planning: We provide comprehensive insurance planning services, encompassing life, disability, and long-term care, to ensure our clients have optimal coverage at the right price.
Digital Assets and Alternative Investments: We offer a curated suite of digital assets, including cryptocurrencies, private equity, private debt, and tangible real assets, designed to provide tailored solutions to meet our clients' investment needs.
Resources
At Leap Wealth Management, we believe that education is key to achieving financial success. That's why we provide a range of resources to help our clients make informed decisions about their financial futures. Our resources include trending articles, videos, and financial guides, all designed to keep our clients informed on the financial front.
Customer Feedback on Financial Planning Services
The presented reviews highlight the experiences of individuals who have interacted with a financial planning team. The team's performance and professionalism are the primary focus of the testimonials.
Disappointing Experience
Joe Lynn, who rated the team with only 1 star, expressed disappointment with his interaction. He felt estranged and uncomfortable during a meeting to discuss his financial needs. The language used suggests a sense of unease and frustration.
Positive Experience
In stark contrast, Gary LaPalombara rated the team with 5 stars, praising Chris, the financial planner, for being attentive and listening to clients' concerns. This glowing review demonstrates a high level of satisfaction with the service provided.
Exceptional Service
Nick Bonanno, who also gave the team a 5-star rating, described the financial planning team as "the real deal." He appreciated their professionalism, expertise, and willingness to ensure that clients felt comfortable with their decisions. This positive feedback emphasizes the team's proficiency and commitment to customer satisfaction.
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