AS SEEN IN
How we work
We assist physicians by creating strategies that encompass protection, savings, debt, growth and taxes.
Our philosophy is that our medical professionals deserve financial advice and guidance in line with the high-caliber medical care they deliver to their patients day in and day out.
We discover insights into where you are now and where you want to be next.
We clearly identify what data to use and how previous decisions were made.
Our model allows you to visualize how various strategies help to improve your overall financial health while reducing overall financial costs and risk.
Once you make the decision to take action, we help you to implement your money decisions with consistency and simplicity. These are the first steps towards pursing the full financial potential you deserve.
We often find that our clients’ financial consultants offer advice independent of one another. But how might their recommendations and the potential results be different if they had worked together?
Leopold Wealth Management functions as your “Macro Manager” -- providing tax strategies, student loan consultation, life & health and investment management -- while collaborating with trusted partners to ensure your team is working harmoniously towards your financial goals and objectives.
Student Loan Consultant
Real Estate Agent
Life & Health Agent
Auto & Home Agent
Physician Contract Review
The Model — Protect, Save, Grow & Enjoy!
We create a customized model for each of our clients, empowering clear decision making and providing financial clarity.
The model enables us to see all of our financial decisions at once. Understanding the impact of these decisions, we can create measurable strategies to build, protect, and grow our clients’ wealth.
Meet Our Team
Max, Co-founder & Managing Partner of Leopold Wealth Management, is a financial professional and lecturer who creates goal-based plans for physicians. Growing up in a physician family, he saw firsthand the challenges that arise when trying to navigate work, family, finances, college and taxes. Now, using a holistic and interactive approach to planning, Max simulates various decision trees aiming to ensure sound outcomes for clients and their families.
Nick, Co-founder & Partner, is a financial advisor at Leopold Wealth Management. Nick witnessed the value of holistic financial planning when a parent was disabled and no longer able to work. While many aspects of life certainly changed, thoughtful planning techniques provided for financial clarity and peace of mind — this experience catalyzed Nick’s passion for personal finance, which he strives to deliver to clients using a clear, simple and visual model.