| What sets Ledwith Financial Services apart? We provide our clients with a high degree of personal attention and individualized services. We offer in-depth, values-based financial planning with the expertise of a Certified Financial Planner™ practitioner. And we offer independent financial advice and services. We also give you the ability to consolidate and manage all of your financial records in one location, accessible 24/7 on-line. This empowers and greatly simplifies your financial life. |
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| Our Mission At Ledwith Financial, we strive to provide the highest level of client service, while simplifying your financial life. Our advice and services are tailored specifically to help you meet your unique financial goals. |
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Values-Based Financial Planning What's important about money to you? Your answer to that question forms the basis for creating a comprehensive financial plan that is especially designed to support your lifestyle, reflect your values, and help you meet your personal financial goals. Your financial plan can incorporate wealth management, planning for retirement, investment strategies and risk assessment, portfolio diversification, and a range of other services. We are backed by the full resources of LPL Financial (view video on LPL Financial).
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| • | Brad Ledwith, CFP® practitioner | |
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| • | Our Team | |
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| • | How we simplify your financial life | |
| Video clip: Brad talks about some unique Ledwith advantages | ||
| Video clip: Brad on working with his clients. | ||
| Video: Overview of financial planning and how we consolidate your financial life | ||
| Our Community | ||
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| • | Brad’s Picks | |
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Securitied offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC |
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© Ledwith Financial Services 2008-2012 |
408-778-3000
Morgan Hill, CA