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About Leverage Planners Wealth Managment

Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington. Since 1997, our team has worked with individuals and families across the U.S. to bring clarity, confidence, and strategic insight to retirement planning and asset coordination. Our clients often come to us asking: How do I recover from recent market losses? How do I protect what I’ve worked so hard to save? How do I avoid running out of income in retirement? From technology professionals to business owners, healthcare workers to attorneys, we provide guidance on optimizing underutilized assets like home equity, 401(k)s, IRAs, and other retirement accounts—always with an emphasis on aligning strategy with personal goals, timelines, and risk comfort. At Leverage Planners, we focus on: Strategies to reduce downside risk and support income reliability Clear, understandable planning that helps you make informed decisions Prioritizing principal protection where appropriate based on your objectives If it’s not clear, it’s not right. That’s one of our core beliefs. Financial planning doesn’t need to be overwhelming—it just needs to work for you.

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