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Heather C Leach
CFP®, ChFC®, CRPC®
Senior Financial Advisor

(206) 219-5250
101 Elliott Ave W   Ste 510
Seattle, WA 98119

heather.c.leach@ampf.com

LEACH AND ASSOCIATES

An Ameriprise Private Wealth Advisory Practice


Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Qualifications

  • CFP
  • ChFC
  • CRPC

Areas of Focus

  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Planning/Family Changes

License information
I am licensed and registered to conduct business in WA. Based on licenses and registrations I hold, I may also conduct certain business in OH, AK, AZ, CA, CO, IA, LA, MA, ME, MO, MT, OR, SD, UT, WI

CA Insurance #0D03623

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


A private wealth advisory practice of Ameriprise Financial Services, Inc.