"Time is your friend, impulse is your enemy." - John Bogle, founder of Vanguard
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Our Philosophy
D'Agruma & Leggett Wealth Management, LLC, ("d&l wealth") is a Registered Investment Advisor in the state of Ohio.
Our Purpose - Our decision to form d&l wealth was sparked by the realization of a problem plaguing the financial services industry. People in need of common sense help with their investment planning are seeking trusted financial experts but finding financial product salesman, usually having dollar signs in their eyes and only basic investment knowledge in their tool belt. The error in judgment results in people placing their entire life savings in the hands of a novice salesman when their intent was to place their life savings with an expert teacher.
This common mistake can lead to 25% or more of a person's lifetime savings being wasted in fees. Creating d&l wealth is our solution. Our goal is to provide diversified, comprehensive, suitable, low-cost portfolio management while empowering our clients by teaching financial literacy.
Our Promise - We at d&l wealth promise diligent service, uncompromisable ethical adherence, rock-bottom fees and a client relationship built on trust, guidance and our fiduciary responsibility as an advisor. These values act as our competitive advantage as well as the very foundation on which d&l wealth was formed. The promises made to our clients combined with our passion to keep them make d&l wealth a sought-after advisor for those seeking common sense investment advice, unrivaled customer service and an intelligent, custom-built financial plan.
Our service offerings include:
