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Matthew Steven Leach

Orgel Wealth Management, LLC

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About Matthew Steven Leach

Matthew Leach is an Investment Advisor Representative at Orgel Wealth Management, LLC in Altoona, WI. Matthew has been in the financial services industry since January 2021 and is registered to provide investment advice in Texas and Wisconsin. Matthew holds the Series 65 license and has completed the Uniform Investment Adviser Law Examination. Matthew specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Matthew Leach is currently registered with Orgel Wealth Management, LLC. Orgel Wealth Management, LLC is a registered investment adviser with offices in Altoona, WI. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting services. They manage approximately $7.1 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE

ALTOONA, WI 54720

$7.10B

Assets Under Management

5

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Leach’s Registration & Firm History

WI

08/16/2021 - Present

Orgel Wealth Management, LLC (ALTOONA WI)

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Licenses & Designations

IA

Issued 08/16/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Steven Leach.
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