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Your center point of guidance for the path ahead
The LeClair Difference
At LeClair, every strategy begins with one question:
What would I recommend if I were sitting on your side of the table?
As a flat-fee fiduciary, our advice is free from commissions, percentages, or product sales. Our advanced planning is driven only by what’s best for you, your family, and your legacy
Our Founding Story
LeClair was founded to serve as the trusted partner for high-net-worth families, business owners, and family offices. With expertise spanning wealth planning, business advisory, and private investments, we provide one-call clarity for even the most complex financial challenges.
Whether it’s building an advanced tax strategy, optimizing a business sale, or accessing private investment opportunities, we design solutions aligned with your values and vision.
Through our deep professional network, we collaborate with tax, legal, and investment specialists to deliver truly customized guidance, helping you pursue your goals with clarity and confidence.
Our mission
Our mission is simple: empower successful families and business owners to maximize outcomes, protect legacies, and create impact. We deliver comprehensive solutions across wealth planning, tax mitigation, and private investment opportunities – helping you achieve your financial goals while making a lasting difference for your family, business, and community
our Pledge
Our pledge is to be your unwavering partner. From wealth management to business strategy to private investments, we provide tailored guidance, transparent communication, and strategies aligned with your best interests.
While no one can predict the future, we promise to adapt with you, evolve as your needs change, and always put your goals first.
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.