When we opened the doors to Leisure Capital Management in 2002, our mission was clear: to grow and protect our clients’ assets by working in their best interest.
This year, we mark 20 years together as a team and a close-knit client family. We are grateful for every moment. We began as just three advisors embarking on a different approach to wealth management. Today, our team includes nine dedicated professionals serving more than 300 clients and managing over $650 Million in assets. It is humbling to recognize the level of trust that has been bestowed on us. We thank you for your faith in our strategy, our skills, and our personal integrity.
Our impact has also reached far beyond our client family through our continued efforts to give our time, talent, and treasure to others. For us, giving is foundational to who we are as a firm and as individuals. We hope you will continue to join us in our effort to assist people and causes in need.
We invite you to learn more about our history, our approach to growing and protecting our clients’ wealth, and our passion for giving in the posts below and in our full collection of articles in our Insights library.
We look forward to continuing to grow with all of you in the years and decades ahead—and to raising a glass together soon to celebrate how far we’ve come together!
