Garrett Wealth Management

At Garrett Wealth Management, we understand that your financial wellbeing is deeply personal. We believe in providing tailored financial plans that align with your unique goals, risk tolerance, and aspirations. We are dedicated to empowering you to make informed financial decisions for the future.

Our Mission

Our mission is to guide individuals and families in achieving financial independence through customized financial plans, tailored risk management, and personalized service. We believe financial planning should be a collaborative process, built on trust and mutual understanding.

About Leslie Garrett, Founder & Financial Advisor

Leslie Garrett, founder of Garrett Wealth Management, brings over 25 years of experience to the financial planning field. He has a deep understanding of the financial landscape and a passion for helping individuals create and achieve their financial goals.

With diverse experiences across various industries, Leslie understands the unique challenges and opportunities of each client's situation. He takes a holistic approach, considering all aspects of your financial life to develop a personalized plan that works towards your individual aspirations.

Services Offered

Our comprehensive financial planning services include:

Financial Planning

• Comprehensive wealth analysis and goal setting
• Development of personalized investment plans
• Retirement planning and optimization
• Estate planning and insurance review
• Debt management and budgeting strategies

Retirement Planning

• Comprehensive analysis of your retirement accounts and investments
• Creation of a customized retirement strategy
• Guidance on maximizing contributions and investment options
• Planning for post-retirement income and expenses

Comprehensive Services

• Insurance review and risk management strategies
• Estate planning and consideration
• Tax optimization strategies
• Coordination with other professionals (lawyers, accountants)

Our Approach to Investing

At Garrett Wealth Management, we take a personalized and transparent approach to investing. We work with you to understand your unique goals, risk tolerance, and financial situation. We utilize a disciplined and diversified investment strategy that is tailored to your individual needs.

Contact Us Today

If you are searching for a trusted financial advisor who can guide you towards financial security and success, contact Garrett Wealth Management today. We are committed to providing exceptional service and building lasting relationships with our clients.