The Leach Group at Morgan Stanley

Contact Us
The Leach Group

OUR MISSION STATEMENT

Helping to protect and preserve each client's chosen financial lifestyle and livelihood.

Our Story and Services

Who are we?

Seeking a business model to optimally serve affluent families, father and son (Bill and Jeff Leach) joined forces to create The Leach Group in 1994.  The Leach Group at Morgan Stanley of Naples, Florida has the touch and feel of a Private Family Office operating within one of the largest financial services firms in the United States.  The Private Family Office structure enables us to collaborate in a coordinated manner with a client’s tax, legal, and risk counsel helping to give confidence that all perspectives are properly considered in the development of each client’s exclusive wealth plan and the continued management thereof.

We serve a select group of clients throughout the nation whose financial objectives are in line with those of The Leach Group.  Although everyone is unique in their own way, The Leach Group clients come to us primarily seeking preservation and risk control.  Our investment process, by design, aims to lower overall volatility and potentially enhance returns over time.  To do this, The Leach Group at Morgan Stanley incorporates traditional stock and bond allocations in addition to non-traditional positions where appropriate.  This strategy demands an in-depth understanding of traditional and alternative strategies which The Leach Group has developed with over 20 years of industry experience.

Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

Services Include

  • Wealth Management
  • Alternative Investments
  • Professional Portfolio Management
  • Executive Financial Services
  • Business Succession Planning
  • Trust Accounts
  • Estate Planning Strategies
  • Philanthropic Services
  • Endowments and Foundations
  • Fixed Income
  • Cash Management
  • Lending Products
  • Long Term Care Insurance


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

The Leach Group Investment Process:

1. Introduction - We learn about you and your family while you learn about us.  What are your needs and goals?  How do you feel about investing?
2. Education – To The Leach Group education is of the highest importance.  We spend a significant amount of time discussing the asset classes and various types of investment solutions
3. Discussion – We will identify the investment strategy that may be most appropriate given your investment needs, goals, and comfort.  A comprehensive review of the plan is discussed in detail
4. Clarification – We encourage every client to ask clarification questions about the investment plan.  For some, this is a quick process, for others this may take multiple discussions
5. Implementation – Upon your approval, we gradually put the investment plan in to action
6. Oversight – We continuously monitor the performance and execution of the investment plan.  Periodic consultations with you help us determine whether short-term changes are needed

Integrated Planning

Put Your Finances in Perspective with The Leach Group

At The Leach Group, we abide by the belief that every relationship should start with a comprehensive financial plan.  The wealth strategy we create doesn't solely consider your investment objectives, but will integrate critical factors such as your desired retirement lifestyle, legacy goals and tax situation all into one cohesive plan.

We like to say that any financial plan is a living, breathing document because of how often the variables they are built upon change.  Using our suite of tools - our LifeView platform - we can develop a framework that connects your life goals and your financial resources, allowing us to plan for a variety of potential scenarios.

LifeView helps us:

- Review and prioritize your goals with you
- Analyze your current investments and financial situation
- Plan for major purchases and philanthropic goals
- Develop wealth transfer strategies
- Apply "Stress Tests" to your portfolio

Follow the links below to access our LifeView Client Profile and a sample LifeView Analysis Report:

LifeView® Client Profile

LifeView® Sample Analysis


Reserved Benefits

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services.  The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:

- Travel and cultural experiences from best-in-class planners

- Special pricing from iconic beauty, retail and automotive brands

- The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving.  Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Follow the link below for more information on this unique program:

Reserved Living & Giving Offers


Location

Location

  • 8889 Pelican Bay Blvd Ste 300
  • Naples, FL 34108


    Meet The Leach Group

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Leach Group today.

    Dow    -460.19

    25502.32
    4:49PM

    Nasdaq    -196.29

    7642.67
    5:15PM

    S&P 500    -54.17

    2800.71
    4:49PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures