Our team’s first-ever Chili Cookoff was a hit! Families joined in for an evening of delicious food, and the kids had a blast playing on the incredible excavator bounce house (11 little ones running around!). Congratulations to Emma Kempfert for taking home the top prize—she’s officially our Chili Champ! Can’t wait to make this a new tradition and see who wins next year!
Leverty Financial Group
Financial Services
Hudson, Wisconsin 1,686 followers
We work with successful executives and individuals considering retirement.
About us
Our team of professionals provide a full-service approach to financial planning and wealth management for successful executives and those transitioning to retirement. With an office in Hudson, Wisconsin, Leverty Financial Group serves clients nationwide. Our client-centered approach yields long-term relationships built on trust, confidentiality and integrity. By understanding that our clients lead busy lives, we’ve developed a personalized wealth management process that streamlines their financial decision-making and brings clarity, purpose and confidence to their planning for the future. https://levertyfinancial.com/disclosures-linkedin/
- Website
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https://www.levertyfinancial.com
External link for Leverty Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Hudson, Wisconsin
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Investments, Investment Advisory Services, Financial Planning, and Wealth Management
Locations
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Primary
Get directions
201 2nd Street South
Hudson, Wisconsin 54016, US
Employees at Leverty Financial Group
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Holly Pizzi
Chief Compliance Officer | Director of Human Resources | Director of Risk Services at Leverty Financial Group
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Michael Leverty , ChFC®, CLU®, CAP®, RICP®
We work with successful executives and individuals considering retirement.
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Josh Hawkins, CFP®,ChFC®,RICP®,CAP®,WMCP®, AEP®
We work with successful executives and individuals considering retirement.
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Emma Kempfert
Executive Assistant
Updates
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Seth Blum had the incredible opportunity to attend Dynasty’s Emerging Advisor Seminar in Texas this past week. He’s eager to bring fresh insights and enhanced strategies back to our team, all to better serve our clients!
Yesterday’s Dynasty Emerging Advisor Seminar brought together our Network Partners for a day of learning and collaboration. With dynamic sessions on attracting high-net-worth clients, enhancing client experiences, and leveraging technology for growth, our Network Advisors left equipped with actionable strategies to elevate their client interactions. We ended the night with some friendly competition and networking at Chicken N Pickle. We’re excited to see how they implement these ideas in the coming months and the positive impact they will create for their clients. Thank you to our event partners—Fidelity Investments, Goldman Sachs Private Bank Select, J.P. Morgan Asset Management, and TCW Transform ETFs. Your generous support was instrumental in making this event a success. Our advisors are independent but not alone. Independence is #PoweredByDynasty #DIAL #leadership #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #innovation #practicemanagement
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Michael Leverty and Josh Hawkins had a great time attending the Advisor to CEO program this past week in Texas!
Yesterday’s Dynasty Advisor to CEO Program was an unforgettable experience! Our Network of independent advisors and CEOs gained valuable insights from industry thought leaders on building trust, new networks, leadership approach, and decision-making—equipping them with actionable strategies to elevate their businesses and better serve their clients. The day concluded with a special evening AT&T Stadium, home of the Dallas Cowboys. Advisors were gifted custom jerseys from their favorite teams and even took part in a skills challenge with former National Football League (NFL) Safety Darren Woodson. Thank you to our event partner, Fidelity Investments, for making this incredible event possible. Our advisors are independent but not alone. Independence is #PoweredByDynasty #DIAL #leadership #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #innovation #practicemanagement
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🎉 Happy Labor Day from Leverty Financial Group! 🎉 Today, we celebrate the hard work and dedication of all the workers who keep our communities thriving. Whether you're taking a well-deserved break or powering through your day, we honor your contributions. Enjoy the day! #LaborDay #CelebrateWork #LFG
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Michael Leverty was featured In the article "FAs Helping Clients Build More Wealth, Retire Sooner: Survey" by Rachel Dalloo for Financial Advisor IQ. Mike highlights that advisors act as translators for clients and prospects, making it easier for them to understand and manage their finances effectively. https://lnkd.in/gawmxf5S
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We're thrilled that our team had the chance to spend some time out of the office to play a fun and competitive pickleball tournament. Huge congratulations to Samantha Boss and Seth Blum for becoming the pickleball tournament champs! Your skills on the court are unmatched, and you truly deserve this victory. Holly and Mike, it looks like you'll need to hit the practice courts a bit more if you want to reclaim your title. Maybe consider a few extra drills? 😉🏓 Way to go, everyone! #PickleballChamps #TeamBuilding #LFG
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Congratulations to Michael Nelson, on the birth of his son, Crew Michael! We're all so thrilled for you and your growing family. Welcome to the world, Crew! #Congratulations #NewArrival #WelcomeBabyCrew #LFGFamilyGrowing
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Michael Leverty , was featured in the article "Advisors Assess ‘Harris Trade’ After Biden’s Departure From Presidential Race" by Gregg Greenberg for InvestmentNews. Mike noted, “If investors were to tilt to a ‘Harris Trade’ it would most likely support renewable energy initiatives and stricter environmental regulations. A Harris trade would also favor global trade and multinational companies as a Harris administration would most likely favor a re-engagement with international allies.” Click on the article to read more. https://lnkd.in/gAGPZuQE
Advisors assess 'Harris Trade' after Biden's departure from Presidential race
https://www.investmentnews.com
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We are thrilled to introduce Samantha Boss as the newest member of our team! Sammi has joined us as an Investment Operations Associate, where she will play a key role in managing client accounts, preparing documentation, and providing client support. "We were impressed by Sammi's educational background, strong work ethic, and commitment to excellence. We place a high value on our culture, and we couldn’t be more excited to watch her grow both personally and as a member of our team." - Josh Hawkins, Partner & VP of Financial Planning
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Michael Leverty , was featured in an article by Gregg Greenberg for InvestmentNews. Mike underscores the importance of maintaining a diversified portfolio and cautions against making hasty adjustments in response to short-term political developments. He contends that this strategy mitigates the risks linked to market volatility and allows clients to remain steadfast in pursuing their long-term financial goals. https://lnkd.in/gAZnqhup
Financial advisors weigh impact of Republican platform on client portfolios
https://www.investmentnews.com