Leonard Weber’s strong personal commitment to clients and to maintaining highly disciplined wealth management strategies are the core of his process – one that continues serving those who’ve been with him for decades and is comprised mostly of referrals.

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Using research from Merrill Lynch and external sources, Mr. Weber creates asset allocation models across classes, industries, and borders – favoring a blend of ETFs, equities and bonds that reflects a client’s risk tolerance and liquidity needs. He also develops dividend income streams and uses cash as an investment to help clients move toward defined goals. With more than 32 years of client-centric wealth management experience, Leonard feels privileged to align strategies for clients’ investments and retirement planning with liability management and estate planning strategies.

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A proponent of preparation, Leonard played football at Washington State University and continued his education at Seattle University with a B.A in Political Science.  Mr. Weber holds the Chartered Retirement Planning Counselor SM (CRPC®) designation, as well as the Certified Portfolio Manager (CPM®) designation awarded by The Academy of Certified Portfolio Managers from Columbia University. CPM® is a registered service mark of the Academy of Certified Portfolio Managers. Chartered Retirement Planning Counselor (SM) and CRPC® are registered service marks of the College for Financial Planning.