Providing clarity to families
through comprehensive financial planning

Leverty Financial Group is now an
SEC-registered independent wealth management firm.

Back Row: Michael Leverty, Mike Nelson, Josh Hawkins, Luke Keene, Abby Meyers
Front Row: Holly Pizzi, Heidi Hansen

Since 2002, our team of professionals has provided a full-service approach to financial planning and wealth management for successful executives and those transitioning to retirement. Located in Hudson, Wisconsin, Leverty Financial Group serves clients nationwide.

Our client-centered approach yields long-term relationships built on trust, confidentiality, and integrity. By understanding that our clients lead busy lives, we’ve developed a personalized wealth management process that streamlines their financial decision-making and is intended to bring clarity, purpose, and confidence to their planning for the future.

We are independent, but not alone.
Our strategic resource partners include:

BNY Mellon | Pershing. Since the inception of our firm we have been proud to work with Pershing LLC as the custodian for our clients’ assets. This relationship will continue for our clients through our independent firm.

Dynasty Financial Partners. As a member of the Dynasty Financial Partners network, we have access to a complete array of investment research, consulting, and proprietary analytical tools. This enables us to offer you more efficient and comprehensive services, customized for our firm and clients.

Values

Integrity

We follow a client-centered approach that is built on always acting in your best interest.

Expertise

We pride ourselves on continual learning and strive to offer you the best advice available.

Commitment

We endeavor to provide you with a thorough, trustful experience that leads to long-term, valued relationships.