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Submitted URL: https://leveilleprivatewealth.com/
Effective URL: https://www.leveilleprivatewealth.com/
Submission: On July 13 via api from US — Scanned from DE
Effective URL: https://www.leveilleprivatewealth.com/
Submission: On July 13 via api from US — Scanned from DE
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Avila Beach: (805) 595-8080 Paso Robles: (805) 975-0088 Sheri@LeveillePW.com Client Login Menu * Home * About * About LPW * Our Process * Services * Financial Planning * Investment Management * Estate Planning * Tax Strategies * Resources * Weekly Marketing Commentary * LPL Research * LPL Retirement Tools * Fiduciary Focus * Resource Library * Tax Resources * Glossary * Contact Client Login MAKING A DIFFERENCE EVERYDAY IN YOUR LIFE A PARTNER IN THE PURSUIT OF YOUR FINANCIAL FUTURE REACH YOUR FINANCIAL GOALS WITH LEVEILLE PRIVATE WEALTH MAKING A DIFFERENCE EVERYDAY IN YOUR LIFE A PARTNER IN THE PURSUIT OF YOUR FINANCIAL FUTURE REACH YOUR FINANCIAL GOALS WITH LEVEILLE PRIVATE WEALTH MAKING A DIFFERENCE EVERYDAY IN YOUR LIFE GET TO KNOW LPW & SHERI Leveille Private Wealth aims to create a comfortable environment where you feel heard and your vision for wealth is respected. As the Wealth Advisor at LPW, Sheri Leveille wants to not only be your financial advisor; she wants to be your financial partner. Meet Sheri! LPW SERVICES Leveille Private Wealth is a full-service financial planning firm that supports your financial needs and future goals. From financial planning to tax strategies, Sheri is able to create a plan that fits your specific needs. Explore Our Services THE LPW PROCESS At Leveille Private Wealth, Sheri understands that you care deeply about your wealth and the future it can provide. With nearly two decades of experience, Sheri's refined process is designed to help you meet your goals, while also factoring in your risk tolerance, potential threats, and needs. Learn About Our Process THE CFP® ADVANTAGE The CFP Board has independently certified that Sheri meets their rigorous qualifications. Working with a CERTIFIED FINANCIAL PLANNER™ helps you cut through the clutter of a dizzying array of products and options. Pivot your financial plan to fit where you are now and where you want to go with the help of a CFP® professional. Learn More A STRATEGIC PARTNERSHIP At LPL, we are more than financial planners. We are your strategic wealth partner. From tax and investment strategies to retirement planning and everything that comes with high net worth, we create a comprehensive plan built on your needs and vision. Learn More SIMPLIFY YOUR COMPLEX FINANCES WITH HELP FROM A CFP® PLANNER. SCHEDULE YOUR CONSULTATION Name Email Address Phone Question Send Thank you! Oops! CONTACT Avila Beach: (805) 595-8080 Paso Robles: : (805) 975-0088 Mobile: (805) 591-9545 Sheri@LeveillePW.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators LPL Financial Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Sheri Leveille, CA Insurance License # 0E71863 is a Registered Representative with, and Securities and Advisory Services are offered through, LPL Financial, a registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.