Lesley N Day, CFP®, CLU®, RICP®

Wealth Management Advisor

Our team brings the strategy, the management, the infrastructure, the accountability led by the heart and values of the families we serve to help them make important decisions about their wealth- allowing them more time to truly focus on what is important to them.

At some point money becomes more complicated and the typical advisor is not enough. Planning is dynamic because life is dynamic. Your planning team should be able to adjust and serve you where you are and help coordinate all the details in between. This is how we stand out. What we typically find when we engage with families is that most have done some planning, with or without advisors at their table. However, no one is asking them these pertinent questions. This is where we begin with all of the families we serve.

Lesley Day Team

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

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To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

More Choice, More Control: Disability Income Insurance for Physicians and Dentists

Our new Medical Own Occupation disability income insurance provides more choice and control than ever for physicians and dentists. Watch now.

 

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