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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Elisabeth Capelli is a financial advisor affiliated with The Colony Group, LLC, located in Deerfield, IL. Leigh Elisabeth Capelli is a Certified Financial Planner™ professional with more than a decade of experience in the financial services industry. Leigh Elisabeth Capelli is licensed to provide investment advice in Illinois and Missouri. Leigh Elisabeth Capelli's areas of specialization include financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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IL
07/01/2024 - Present
THE Colony Group, LLC (DEERFIELD IL)
IA
Issued 07/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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