Wealth Management

Being an independent firm allows LeBlanc Financial Alliance the advantage of exercising the power and flexibility to offer a comprehensive array of financial products and services available in the market. Leveraging our extensive experience in the industry, we've cultivated a valuable network of professionals and solutions tailored to meet the diverse needs of our clients.

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Tactical Asset Management: Our approach is centered on aligning investments with your risk tolerance, objectives, and financial aspirations. Through our tactical strategy, we aim for efficient and cost-effective investments tailored to your benefit. Our team is dually registered, meaning we offer both investment advisory and brokerage services. In advisory relationships, clients pay an asset-based fee for ongoing advice and portfolio oversight, while brokerage services are provided on a transaction basis. We disclose our role, compensation, and any associated conflicts so clients can understand the services they receive and make informed decisions.

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Third Party Money Management/SMAs: We offer customized and open architecture solutions for your portfolio. Leveraging our extensive network of professional money managers, we bring additional expertise to your investments. This enhanced oversight ensures ongoing management of risk and reward.

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Fiduciary Responsibility: Our objectives are in harmony with yours. We thrive when your investments prosper. It's as simple as that. Your success is our top priority, driving everything we do to enhance your financial outcomes.

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