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WEALTH STRATEGY
BUILT AROUND
YOUR VISION

We understand that no two financial journeys are the same. We don’t just manage wealth—we help you craft a strategy that aligns with your goals and adapts as your life and legacy evolve. From protecting your assets to growing your wealth and ensuring it serves future generations, we’re with you every step of the way.

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  • 95%
    of families say preserving their legacy for future generations is their top priority.
    – Family Enterprise 2022
  • 70%
    of generational wealth transfers fail due to a lack of planning and communication.
    – The Williams Group
  • 70%
    of high net-worth families are actively seeking more proactive tax strategies to reduce their long-term burden.
    – The Williams Group
  • 80%
    of investors are seeking access to investments that aren’t available at traditional institutions.
    – Bank of America

Introduction
to the Process

At Wealth Partners, We Understand That Managing Your Wealth is About More Than Just Numbers - it's About Protecting What Matters Most: The People You Love, the Values You Hold Dear, & the Legacy You Want to Leave Behind.

Our process begins with listening to what drives your decisions - your family, your community, and the causes you care about. From there, we work with you to develop strategies that not only grow and protect your wealth, but also align with your values and future aspirations. By building a partnership based on trust and understanding, we help you make decisions that reflect your priorities, ensuring that your legacy serves those who matter most to you.

  • Discovery Meeting

    We begin by understanding who you are, how you've built your success, and what matters most to you.

  • Initial Wealth Plan

    We present an initial plan based on what we’ve learned, highlighting potential gaps and offering insights on how we’d address them. This plan sets the foundation for building a more comprehensive strategy if both parties choose to move forward

  • Commitment Meeting

    In this brief meeting, both parties determine if moving forward is the right fit and, if so, begin the Advanced Planning Roadmap.

Advanced Planning Roadmap

Where your goals come to life. We implement strategies to help grow, protect, and transfer your wealth, ensuring it aligns with your vision for the future.

Wealth Enhancement

  1. Our first goal is to ensure your financial assets align with your values and long-term goals.
  2. Our second goal is to boost your cash flow and mitigate unnecessary taxes, giving you more financial freedom and security.

  3. Our third goal is to explore private investment opportunities.
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Wealth Transfer

  1. Our first goal is to build a strategy that takes care of the people who matter most to you, protecting their future.
  2. Our second goal is to minimize tax burdens and other obstacles to ensure the smooth transition of wealth to future generations.

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Wealth Protection

  1. Our first goal is to safeguard your wealth from unforeseen risks like lawsuits, divorces, and liability claims, ensuring it stays secure for you and your family.
  2. Our second goal is to Implement strategies that shield your financial well-being without compromising growth or access.
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Charitable Giving & Tax Mitigation

  1. Our goal is to help you maximize the impact of your giving while aligning it with your overall financial strategy, allowing your wealth to work harder for both your family and the causes you cherish.

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Our clients are ambitious, forward thinking

Wealth Management

As a business owner, you need more than a typical wealth management firm, you need a partner who can guide you through complex financial and tax landscapes. LeClair Wealth Partners personalized approach to wealth planning, combined with our due diligence on private investments, gives you access to unique opportunities to help you protect and grow your legacy.

Early Founders

When it came time to grow my business and plan for a future sale, I knew I needed an advisory partner who understood the complexities of scaling and maximizing value. LeClair Capital Partners helped me every step of the way—from developing a strategic growth plan to optimizing my company’s value in the eyes of potential buyers. Their guidance in navigating both business and personal tax considerations was invaluable. Thanks to their expertise, I’m confident that my company is not only positioned for growth but also for a successful transition when the time comes.

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COMPREHENSIVE
SOLUTIONS FOR FAMILIES
& BUSINESS OWNERS

Your financial journey is complex, whether you’re growing a business, protecting family wealth, or planning for the future. At every stage, you need a partner who understands the challenges you face and provides solutions that align with your goals.

LeClair is here to guide you, offering clarity and expertise across wealth management, business advisory, and exclusive investment opportunities.

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