Leisure Capital Management | Registered Investment Advisor

Invest wisely.
Live abundantly.
Give purposefully.

At Leisure Capital Management, our focus is 100% on growing your wealth so you have the freedom to live the life you choose with the confidence of financial security.

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Our focus.

At Leisure Capital Management, our focus is 100% on growing your wealth so you have the freedom to live the life you choose with the confidence of financial security. We thoughtfully manage every client’s portfolio with personal care using a disciplined, holistic, and tax-aware approach to investing.

We work with wealthy families to help build enduring legacies.
We serve family foundations to expand their philanthropic reach.
We assist people facing life transitions to navigate the complexities that accompany change.

Who We Serve

Featured Insights.

The Importance of Staying Invested

Gideon Bernstein, CFA

Hindsight is 20/20. Looking forward is tough.

It's only natural to feel that it would be smart to sell and avoid drawdowns, maybe wait for the dust to settle, and then get back into equities when the skies clear. Even when hindsight convinces investors that they knew what ...

How A Balanced Portfolio Protects...

Patrick Maxwell, CFA, CAIA

Is Losing Less Gaining More?

It’s stunning how quickly everything has changed in the past few weeks. As the coronavirus outbreak has continued to spread, so have local mandates to stay at home, which has put a strain on all of us. One thing that fascinates m...

Achieve your goals.

The most important outcome of your investment strategy is achieving your goals. But building your legacy requires more than a cookie-cutter approach to asset management. It requires a personalized approach from a team that knows your name, knows your dreams, and works with you to help tackle your challenges, amplify your opportunities, and live a life of true abundance.

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