Firm Overview   |   Our Values   |   What to Expect   |   Community Involvement   |

123

When you work with us, you’ll have the ongoing support of the Northwestern Mutual Wealth Management Company Investment Team as they work closely with your advisor to bring their expertise and thought leadership to your investment portfolio..

Firm Overview

Insightful and Honest Financial Guidance

At Leja Wealth Management, our heartfelt commitment is to provide you with financial insight and comprehensive planning that help you reach your lifelong goals and dreams. We prioritize your goals by truly getting to know you and exploring every possibility to guide your wealth journey toward financial confidence. We're passionate about helping you live life to the fullest and nurturing a greater sense of confidence in your financial future.

Multigenerational Firm

Guided by family-oriented values, we believe that fostering enduring relationships is fundamental to establishing trust. Your success is deeply personal to us. To guarantee continuity and sustained excellence, we have thoughtfully developed multiple layers of succession plans for our business.

Our Values

cover

Teamwork

  • By collaborating seamlessly, we combine our strengths to provide comprehensive financial solutions and navigate complex insurance landscapes together.

Integrity

  • With a steadfast commitment to transparency and ethical conduct, we build trust and ensure every financial decision aligns with our clients' goals.

Knowledgeable

  • Our deep industry expertise and continuous pursuit of knowledge empower us to offer cutting-edge financial advice and innovative insurance strategies.

Making a Difference

  • Through personalized financial planning and tailored insurance solutions, we strive to secure our clients' futures and positively impact their financial well-being.

What to Expect

Getting Started

Effective financial planning begins with truly understanding you. We begin by learning about your needs, goals, dreams, and desires. We'll carefully examine your current situation and resources to gain a complete understanding of where you are now, so we can chart a path to where you want to be.

We also take the time to share our story with you. Understanding our motivations, why we are passionate about this work, and how we collaborate with clients is important. Before we proceed, we want to ensure that we are a comfortable fit for you.

Once we’ve established this mutual understanding, we start crafting a comprehensive plan tailored to your unique financial situation, with a focus on the future. Our holistic approach addresses both the offensive and defensive aspects of financial planning, striving to ensure your financial well-being is secure for you, your family, or your business. By building a strong defense, we can pursue opportunities for both short-term gains and long-term success.

Ongoing Relationship

Implementing your comprehensive plan is just the beginning. You can rely on us to monitor your progress and provide guidance every step of the way. As challenges and opportunities arise, and as your path may shift, Leja Wealth Management will be there to steer you toward your goals.

Practically speaking, you can trust us to keep an eye on the markets, rebalance portfolios for our investment advisory clients, suggest adjustments, inform you of new opportunities, and update you on changes impacting your plan. We will meet regularly, and we're always just a phone call away to offer support and advice whenever you need it.

 

Community Involvement

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Misericordia Home

The pandemic has had an immense, negative impact on fund-raising for organizations like Misericordia over the past year. I put together a request for a grant from the MDRT foundation to raise additional funds for Misericordia. We were fortunate and grateful to receive a $5,000 grant. The organization used the money to purchase a specially designed piece of medical equipment to reposition and transport those who are non-ambulatory in the McAuley Skilled Nursing Residence. Misericordia provides support and hope for families who want the best for their loved ones, when support cannot be provided at home. Misericordia believes in caring and enriching the lives of our most vulnerable population, and that each person deserves the right to a good life.

community

Girl Scouts of USA

The Girl Scouts of USA was awarded $1,000 from the MDRT foundation. They will use the funds to print their literature in Spanish to help retain and attract Hispanic speaking Girl Scouts. I was able to personally endorse the organization with my daughter's involvement and attaining the Gold in Girls Scout award.

Girl Scouts