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Insights

High net worth focus Target the LeRoy Wealth Management Group for expanded private client services, including advanced estate planning, tax optimization, and legacy strategies tailored to executives, entrepreneurs, and owners of private companies.

High touch advisory Leverage their established 25-year track record and personalized, relationship-driven approach to offer complementary wealth solutions such as fiduciary oversight, family office services, and coordinated financial planning.

Tech enablement Position digital enhancement capabilities and secure portals to improve client experience, data aggregation, and reporting efficiency for a firm with a lean 2-10 employee base and potential scalability needs.

Regulatory framework Align offerings with SEC Registered Investment Advisor status and PKS broker-dealer relationships to propose integrated compliance, risk management, and custodial solutions that simplify governance for high net worth portfolios.

Growth opportunities Prospect for scale through strategic partnerships, expanding advisor resources, and marketing support to attract more high-net-worth clients while maintaining their personalized service model.

Similar companies to LeRoy Wealth Management Group at Summit Financial, LLC.

LeRoy Wealth Management Group at Summit Financial, LLC. Tech Stack

LeRoy Wealth Management Group at Summit Financial, LLC. uses 8 technology products and services including W3 Total Cache, Amazon Web Services, WordPress, and more. Explore LeRoy Wealth Management Group at Summit Financial, LLC.'s tech stack below.

  • W3 Total Cache
    Caching
  • Amazon Web Services
    Cloud Hosting
  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • PHP
    Programming Languages
  • Datadog
    Real User Monitoring
  • X-Content-Type-Options
    Web & Portal Technology
  • Gravity Forms
    Web Platform Extensions

LeRoy Wealth Management Group at Summit Financial, LLC.'s Email Address Formats

LeRoy Wealth Management Group at Summit Financial, LLC. uses at least 1 email format:
LeRoy Wealth Management Group at Summit Financial, LLC. Email FormatsExamplePercentage
First@summitla.comJohn@summitla.com
100%

Frequently Asked Questions

What is LeRoy Wealth Management Group at Summit Financial, LLC.'s official website and social media links?

Minus sign iconPlus sign iconLeRoy Wealth Management Group at Summit Financial, LLC.'s official website is leroywealth.com and has social profiles on LinkedIn.

How much revenue does LeRoy Wealth Management Group at Summit Financial, LLC. generate?

Minus sign iconPlus sign icon As of September 2026, LeRoy Wealth Management Group at Summit Financial, LLC.'s annual revenue is estimated to be $1M - $10M.

What is LeRoy Wealth Management Group at Summit Financial, LLC.'s NAICS code?

Minus sign iconPlus sign iconLeRoy Wealth Management Group at Summit Financial, LLC.'s NAICS code is 52 - Finance and Insurance.

How many employees does LeRoy Wealth Management Group at Summit Financial, LLC. have currently?

Minus sign iconPlus sign iconAs of September 2026, LeRoy Wealth Management Group at Summit Financial, LLC. has approximately 2 employees across 1 continents, including North America. Key team members include Founder & Managing Director: D. W., Managing Director: N. V. and Director Of Client Services: K. O. Explore LeRoy Wealth Management Group at Summit Financial, LLC.'s employee directory with LeadIQ.

What industry does LeRoy Wealth Management Group at Summit Financial, LLC. belong to?

Minus sign iconPlus sign iconLeRoy Wealth Management Group at Summit Financial, LLC. operates in the Financial Services industry.

What technology does LeRoy Wealth Management Group at Summit Financial, LLC. use?

Minus sign iconPlus sign iconLeRoy Wealth Management Group at Summit Financial, LLC.'s tech stack includes W3 Total Cache, Amazon Web Services, WordPress, Twemoji, PHP, Datadog, X-Content-Type-Options and Gravity Forms.

What is LeRoy Wealth Management Group at Summit Financial, LLC.'s email format?

Minus sign iconPlus sign iconLeRoy Wealth Management Group at Summit Financial, LLC.'s email format typically follows the pattern of First@summitla.com. Find more LeRoy Wealth Management Group at Summit Financial, LLC. email formats with LeadIQ.
LeRoy Wealth Management Group at Summit Financial, LLC. logo

LeRoy Wealth Management Group at Summit Financial, LLC.

Financial ServicesNew Jersey, United States2-10 Employees

LeRoy Wealth Management Group at Summit Financial, LLC operates in the financial services sector, offering comprehensive financial planning and wealth management solutions. Based in Parsippany, New Jersey, the group serves high net worth individuals, including senior executives, entrepreneurs, and owners of private companies, providing coordinated guidance for complex financial needs. The firm emphasizes a personalized, relationship-driven approach aimed at helping clients manage their financial futures while focusing on other priorities. Investment advisory and planning services are conducted through Summit Financial, LLC, an SEC-registered investment advisor, with securities brokerage offered through Purshe Kaplan Sterling Investments, highlighting its position within a network of affiliated financial services providers. The group has a long-standing presence of over 25 years under founder John LeRoy, reflecting a dedicated specialization in wealth management for a select client base.

Section iconCompany Overview

Website
leroywealth.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    LeRoy Wealth Management Group at Summit Financial, LLC.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Founder & Managing Director at LeRoy Wealth Management Group at Summit Financial, LLC.
    D. W.
    Founder & Managing Director
    Mobile Phone
  • Managing Director at LeRoy Wealth Management Group at Summit Financial, LLC.
    N. V.
    Managing Director
    Mobile Phone
  • Director Of Client Services at LeRoy Wealth Management Group at Summit Financial, LLC.
    K. O.
    Director Of Client Services
    Mobile Phone

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