Focused on your financial future

The Edstrom Leipold Group is focused on assisting high-net-worth individuals, business owners and their families grow and preserve wealth, generate income and implement tax-advantaged investing strategies.

As a comprehensive wealth management team, we provide a wide range of investment solutions including retirement planning, insurance, education funding and estate planning services as well as business strategies for employer defined-benefit and defined-contribution plans.

We serve clients around the world and offer opportunities to participate in the global marketplace. This can help you diversify your portfolio and make it less dependent on the performance of the U.S. stock market.


Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

Meet the team

Learn more about the Edstrom Leipold Group

Latest Insights

Paris in the springtime

The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier and Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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