Our Approach

  Time Tested
  Clients First
  Value Not Hype
  Objectivity
  Impartiality

  Impartiality

At Leith Wheeler we dedicate ourselves to the core business of managing our clients' investments. As an investment firm, we don't sell products or offer other services that could sway our objectivity or create any conflicts of interest with our clients.

We take great pride in being a fully independent firm, with stock ownership solely in the hands of our current and retired employees and their families. In addition, our fees are based on a percentage of the value of each client's portfolio. This means that as your assets grow, so do ours. Our success is tied to your success.

 
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