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
  • Investment Management
  • Estate Planning Strategies

Awards & recognition

  • FuturePoint Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024 and 2023
  • Stan Leavitt, Forbes Best-in-State Wealth Advisors, 2022-2023
  • Stan Leavitt, Ameriprise Circle of Success, 2019-2023
  • FuturePoint Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Community participation

Stan is a Board Member of the Freedoms Foundations at Valley Forge (Sacramento Chapter)

https://www.freedomsfoundation.org/california/sacramento-area-chapter/

Dave is a part of BYU- PROVO, UT - Alumni Association