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INDIVIDUAL WEALTH GOALS REQUIRE INDIVIDUAL SOLUTIONS

We believe every client is unique and has their own distinctive goals. The portfolios we build reflect what is best for each individual client. Our relationships with clients provide the foundation for understanding their personal needs and visions.

LeeMiles Advising: What to expect

The LeeMiles Advisory Team believes that each client is different – no individual, family, or business is the same. We design a comprehensive financial plan individual to you. Every client’s financial roadmap and destination is created for them.

Our proactive approach considers the overall economic outlook, while investing in blue chip companies which provide earnings on a reliable basis for long-term wealth creation (companies with a reputation for profitability, quality, and reliability).

Every team member is dedicated to the continued success of the clients who place their trust in us. We are passionate about what we do, and want to help you tackle whatever financial or personal matters you may have that we can assist with.

Our clients

Families and businesses hire us to help guide them through complex financial situations.

Our aim is to make things clear and simple  in each instance we are called upon to provide service.

OUR COMMITMENT TO YOU

Personalized investment plan

We believe that each client is different – no individual, family, or business is the same. Your financial roadmap and destination is created distinctively for you.

Looking to the horizon for economic changes

We are constantly evolving, monitoring and researching in order to ensure our securities selections keep up with  the ebb and flow of today’s markets.

Honest communication

As a team, we uphold clarity, transparency and certainty of our service. It is important to us that you understand and feel comfortable with your finances. We value your time and make every effort to keep our interactions as clear and concise as possible. The method and frequency of communication is tailored to you.

Adapting your strategy

Life doesn’t always go as planned: sometimes our priorities change or new challenges arise . Whether some changes are intended or not, we will continuously adapt your investment strategy and risk profile to ensure you can meet your financial goals.

An inclusive team

We support and welcome people from diverse backgrounds. Please do not hesitate to reach out to start a conversation.

OUR APPROACH

Successful investing is about managing risk, not avoiding it. - Benjamin Graham

The assets we select are chosen based on your current and future plans, as well as your risk tolerance. Our portfolios consist of investments that pay earnings on a reliable basis and are known for their reliability.

To learn more about our approach click here.

Third generation & our youngest client.