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EXPERT
WEALTH STRATEGY BUILT AROUND
YOUR VISION

At LeClair Wealth Partners, we understand that no two financial journeys are the same. We don’t just manage wealth—we help you craft a strategy that aligns with your goals and adapts as your life and legacy evolve. From protecting your assets to growing your wealth and ensuring it serves future generations, we’re with you every step of the way. Our deep expertise and forward-thinking solutions ensure that your financial strategy is as dynamic and unique as the path you’ve taken to get here.

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  • 95%
    of families say preserving their legacy for
    future generations is their top priority.
  • 70%
    of generational wealth transfers fail due to a
    lack of planning and communication.
  • 70%
    of high net-worth families are actively
    seeking more proactive tax strategies to
    reduce their long-term burden.
  • 80%
    of investors are seeking access to
    investments that aren't available at
    traditional institutions.

Introduction
to the Process

At LeClair Wealth Partners, We Understand That Managing Your Wealth is About More Than Just Numbers - it's About Protecting What Matters Most: The People You Love, the Values You Hold Dear, & the Legacy You Want to Leave Behind.

Our process begins with listening to what drives your decisions - your family, your community, and the causes you care about. From there, we work with you to develop strategies that not only grow and protect your wealth, but also align with your values and future aspirations. By building a partnership based on trust and understanding, we help you make decisions that reflect your priorities, ensuring that your legacy serves those who matter most to you.

  • Discovery Meeting

    We begin by understanding who you are, how you've built your success, and what matters most to you.

  • Initial Wealth Plan

    We present an initial plan based on what we’ve learned, highlighting potential gaps and offering insights on how we’d address them. This plan sets the foundation for building a more comprehensive strategy if both parties choose to move forward

  • Commitment Meeting

    In this brief meeting, both parties determine if moving forward is the right fit and, if so, begin the Advanced Planning Roadmap.

Advanced Planning Roadmap

This is where your goals come to life. We implement strategies to
help grow, protect, and transfer your wealth, ensuring it aligns
with your vision for the future.

Wealth Enhancement

  1. Maximize returns and minimize risk to ensure your financial assets align with your values and long-term goals.
  2. Boost cash flow and minimize taxes, giving you more financial freedom and security.

  3. Explore unique and private investments that can offer exclusive opportunities.
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Wealth Transfer

  1. Build a strategy that takes care of the people who matter most, protecting their future.
  2. Minimize tax burdens and other obstacles to ensure the smooth transition of wealth to future generations.

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Wealth Protection

  1. Safeguard your wealth from unforeseen risks like lawsuits, divorces, and liability claims, ensuring it stays secure for you and your family.
  2. Implement strategies that shield your financial well-being without compromising growth or access.

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Charitable Giving & Tax Mitigation

  1. Maximize the impact of your giving while aligning it with your overall financial strategy, allowing your wealth to work harder for both your family and the causes you cherish.

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Our clients are ambitious, forward-thinking

Wealth Management

As an investor, we needed more than just a typical wealth management firm—we wanted a partner who could guide us through complex financial and tax landscapes as well as offer exclusive investment opportunities. LeClair Wealth Partners delivered on every front. Their personalized approach to wealth planning, combined with their thorough due diligence on private investments, gave us access to unique opportunities we couldn't find anywhere else. We’ve been impressed by their level of transparency and dedication to helping us protect and grow our legacy, ensuring our family’s future is secure

Early Founders

When it came time to grow my business and plan for a future sale, I knew I needed an advisory partner who understood the complexities of scaling and maximizing value. LeClair Capital Partners helped me every step of the way—from developing a strategic growth plan to optimizing my company’s value in the eyes of potential buyers. Their guidance in navigating both business and personal tax considerations was invaluable. Thanks to their expertise, I’m confident that my company is not only positioned for growth but also for a successful transition when the time comes.

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COMPREHENSIVE
SOLUTIONS FOR FAMILIES
& BUSINESS OWNERS

Your financial journey is complex, whether you’re growing a business, protecting family wealth, or planning for the future. At every stage, you need a partner who understands the challenges you face and provides solutions that align with your goals.

LeClair is here to guide you, offering clarity and expertise across wealth management, business advisory, and exclusive investment opportunities. Together, we’ll help you achieve your vision, ensuring your success today and for generations to come. Take the first step with us and let’s build a future that honors your legacy and drives your continued growth.

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