Broker Check
(805) 975-0088
Sheri@LeveillePW.com
Client Login

About Leveille Private Wealth

More Than A Financial Advisor — Your Valued Partner

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.

About LPW

Leveille Private Wealth is owned and operated by CEO Sheri Leveille. Sheri operates her business from a place of compassion and caring. For over 20 years, she has provided private wealth support for High-Net-Worth clients , business owners, and families.

Delivering simple, clear, and straightforward financial solutions and plans is our number one priority at Leveille Private Wealth. You deserve to be comfortable and confident in your financial plan. Sheri strives to make sure that you are.

LPW specializes in working with clients in their senior years of life, dealing with complex estate matters. Sheri also enjoys working with individuals nearing retirement who want an experienced partner to guide them towards well suited investments in retirement to help match their goals

Whether you’re wondering if you have a proper estate plan to leave the legacy you want, or are wondering when the right time to retire is for you, Sheri will help you create a reliable plan that suits your needs.

The CFP® Advantage

As an experienced CFP® professional, Sheri can help you navigate difficult and complex financial decisions. She can help you set realistic goals, assess your current financial standing, and create comprehensive plans to work toward your vision. 

Meet Sheri & The Team!

Sheri Leveille

Sheri Leveille, CFP®

CEO

(805) 595-8080

Sheri@LeveillePW.com

Sheri Leveille, CERTIFIED FINANCIAL PLANNER™ and CEO of Leveille Private Wealth, brings over twenty years of finance experience, and a lot of enthusiasm, to provide her clients with the best possible financial planning experience.

Read more
Thomas Hinchey

Thomas Hinchey

Administrative Assistant

thomas@leveillepw.com

Thomas has more than twenty years of administrative and managerial experience including holding the role of Office Manager with other LPL affiliated offices. He joined LPL in 2023 to apply his experience working with advisors in the...
Read more

The LPW Mission

Financial planning is the number one priority of Leveille Private Wealth. Sheri strives to give her clients a safe place to understand their existing financial plans. From listing recommendations to guiding you toward suitable investments, Sheri wants to help you stay the course no matter what comes your way.

Our mission is to be your advocate.

Your future and retirement plans matter to Sheri, and she's confident she can help you pursue your financial goals.

LPW Core Values

Client-Centric

Sheri prioritizes your needs and well-being first. Helping you understand complex financial topics and guiding you through challenging marketing conditions is a task she enjoys.

Integrity & Trust

Without integrity and trust, Sheri can’t fulfill her mission. She works to be your reliable advocate and offer you the best possible options.

Determination

Sheri is committed to maintaining determination in order to support your vision over the long term and is well versed in managing the complexities of financial planning. 

Why High-Net-Worth clients Choose LPW

From charitable giving to investment management and tax planning, High-Net-Worth clients turn to Sheri for reliable guidance. For two decades, Sheri has been a go-to financial advisor for countless individuals and business owners and would be honored to help you, too.

Learn more about our Services

Contact Sheri Today!

Thank you!
Oops!