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55 West First Street Morgan Hill, CA 95037

408-778-3000
brad@ledwithfinancial.com
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SIMPLIFY YOUR FINANCIAL LIFE


We partner with you, helping you identify your financial priorities and exploring the services and approaches to create a realistic and workable plan.

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Let Us Guide You

At Ledwith Financial Wealth Management, we recognize that no two people have the same financial goals. That’s because we all have our own perspectives on money and how it relates to the things that we value. The Ledwith team believes that smart wealth management is about understanding who you are and what motivates you.
No matter what you are striving for, let us guide you.

Meet Our Team

Our Services

FINANCIAL PLANNING

FINANCIAL PLANNING

We bring a multifaceted approach using a tailored mix of strategies and products for your short-term and long-term goals.

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RETIREMENT PLANNING

RETIREMENT PLANNING

We help you identify your future goals and craft a workable plan for getting there.

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EDUCATION PLANNING

EDUCATION PLANNING

We provide guidance and recommendations making your money work for what's really important.

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REAL FINANCIAL STRATEGY SOLUTIONS TAILORED FOR YOU

Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

GUIDED WEALTH PORTFOLIOS

We harness the power of technology and new strategies to your advantage.

BLOG

Explore our newest articles that give insights for all stages of your life.

WEEKLY MARKET COMMENTARY

Stay up to date with current market trends to keep your investments on track.

LPL RESEARCH

Helpful documents provided by the LPL Research Team.

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