Robert Leahy
New York, New York, 10023
Member Since 2005
Leahy Wealth Management provides comprehensive financial advice that always puts our clients interest ahead of our own. Arguably the most important component of helping clients is managing the investment process. Our investment philosophy is the most distinguishing characteristic of our business philosophy.
What separates us from the vast majority of financial advisors is our emphasis on tactical allocation. This strategy has been in place at Leahy Wealth Mgmt. since 2001. Now that it’s more in vogue in the investment community we feel it’s important to point out that we didn’t switch to this strategy after the 2008 debt bubble - it’s been our emphasis for years. For additional detail visit www.leahywealthmanagement.com No strate
My Location
Background Information
Years of Financial Experience
- 21
Methods of Compensation
- Financial Planning: Hourly fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Fidelity
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 2079799
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Leahy Wealth Management
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, We are not tax advisorsor attorneys, and do not provide definitive advice in these areas. We do however help our clients identify areas that need to be addressed by professionals licensed in law and tax preperation.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, Hedge Fund, Commodities, Currencies, REITs, Equity, Mortgages, Limited Partnerships
Visit Website - http://www.leahywealthmanagement.com
