Get to Know LPW & Sheri
Leveille Private Wealth aims to create a comfortable environment where you feel heard and your vision for wealth is respected.
As the Wealth Advisor at LPW, Sheri Leveille wants to not only be your financial advisor; she wants to be your financial partner.
LPW Services
Leveille Private Wealth is a full-service financial planning firm that supports your financial needs and future goals.
From financial planning to tax strategies, Sheri is able to create a plan that fits your specific needs.
The LPW Process
At Leveille Private Wealth, Sheri understands that you care deeply about your wealth and the future it can provide.
With nearly two decades of experience, Sheri's refined process is designed to help you work toward your goals, while also factoring in your risk tolerance, potential threats, and needs.
The CFP® Advantage
The CFP Board has independently certified that Sheri meets their rigorous qualifications. Working with a CERTIFIED FINANCIAL PLANNER™ helps you cut through the clutter of a dizzying array of products and options.
Pivot your financial plan to fit where you are now and where you want to go with the help of a CFP® professional.
A Strategic Partnership
At LPL, we are more than financial planners. We are your strategic wealth partner. From tax and investment strategies to retirement planning and everything that comes with high net worth, we create a comprehensive plan built on your needs and vision.
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Our local locations offer an in person experience that proves that planning finance is not just reading numbers on a screen, it is a deeply personal and trusting endeavor.