Leavitt Wealth Management LLC
Mark Leavitt, CPA
Registered Investment Adviser
707-525-1099
mark@mycpaservices.com

Welcome to Leavitt Wealth Management and Mark G. Leavitt CPA
Leavitt Wealth Management LLC is a Registered Investment Adviser firm.  Leavitt Wealth Management is a fee only registered investment advisor that provides a disciplined investment strategy that incorporates your goals and objectives using a tax efficient, low cost and diversified investment portfolio.
 
Mark G. Leavitt, CPA is an accounting firm specializing in individual and small business tax planning and preparation.
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 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.