Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning

Awards & recognition

  • Kasch, Levitch, Mc Aleer & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Roger E Kasch, Forbes Best-in-State Wealth Advisors, 2020-2023
  • Leonard Levitch, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Patrick McAleer, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Leonard Levitch, Five Star Wealth Manager, 2012 - 2023
  • Patrick McAleer, Five Star Wealth Manager , 2012 - 2015, 2021 - 2023
  • Roger E Kasch, Five Star Wealth Manager , 2012 - 2013, 2015 - 2018, 2021 - 2023

Community participation

Volunteering at The Giving Heart
Volunteering at The Giving Heart

At Kasch, Levitch, McAleer & Associates, we firmly believe in supporting the community.

We support JDRF's One Walk for the Central Virginia Chapter and our team of advisors & staff, family, friends and clients have raised over $75,000 + over the past 10 years.

During the holiday season, we host a food drive at our office. Each year we collect canned goods for the Central VA Food Banks. In 2020 we took our efforts online and raised $4000 with a virtual food drive benefiting Feed More. In 2022, we worked with The Giving Heart to help with their community holiday meal service.

We have volunteered with RAL and sponsored WoofStock.

Honored to be recognized in Forbes

We’ve got some exciting news to share: Kasch, Levitch, McAleer & Associates has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us at Kasch, Levitch, McAleer & Associates couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.