Simplify Your Financial Life

At Ledwith Financial Wealth Management, we offer comprehensive financial planning and wealth management, with independent advice and a high level of personal attention to our clients.

Events, Press Releases, and Articles of Interest

You can also find our latest articles, press releases and events in this section.

 

Upcoming Outlook 2019 breakfast will be on Tuesday, January 15, 2019 at Ladera Grill in Morgan Hill. 

The Ledwith Team

Responsive service to our clients is our number one priority at Ledwith Financial Wealth Management, and our team will be happy to assist you with any questions you may have. Please feel free to call on us.

Learn more about Brad's Book "If You Are Suddenly Single" A Helpful Guide for Widows on How to Handle Your Finances After the Death of Your Spouse.

 

Latest media announcement of Brad's book. Also available for electronic purchase.

What We Do

 

Comprehensive Financial Planning

​401k Rollovers

Retirement Planning

​Education Planning

​Tax Planning Strategies 

​Estate Planning

​Portfolio Analysis & Optimization

​Company Stock Option Analysis 

Online Account Management

Quote of the month

“I believe that through knowledge and discipline, financial peace is possible for all of us."

 

 

Dave Ramsey

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