Taking the lessons from the past, but firmly focused on the future.
Bill Leavitt Founder | Principal Advisor
Bill Leavitt is an Investment Advisor and financial planner with more than two decades of experience. He specializes in working with pre-retirees, retirees and professionals to help them navigate a complicated and ever-changing investment landscape.
As an independent, fee-based fiduciary advisor, Bill provides personalized, objective and unbiased recommendations that are best suited to each client’s unique needs. Bill’s deep-rooted passion for helping people started when he was a young boy. He transformed this compassion into a career working as a first responder for his family’s ambulance company.
During this experience, he noticed many retirement-age individuals needed his assistance with not just their physical health but also their finances. He decided to dedicate his career to helping retired individuals and their families plan for the future.
A Connecticut native, Bill resides in southern Connecticut with his wife Laura and their three daughters.
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For more information about smoothly transitioning into retirement, schedule a meeting today with one of our advisors to create your financial strategy or register to attend a seminar.