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James Leaser
Wealth Strategist at The Wealthwise Group: If something you thought to be true about your retirement wasn't true, when would you want to know about it?
James Leaser is a Wealth Strategist at The Wealthwise Group, where he specializes in providing tailored financial strategies to clients. He holds a Bachelor's degree from Bowling Green State University and has developed a strong background in wealth management. His expertise includes advising clients on investment strategies, estate planning, and retirement planning, ensuring that their financial goals are met through customized solutions.
In addition to his professional role, Leaser is active on LinkedIn, where he shares insights and connects with others in the financial services industry. His approach to wealth management is characterized by a commitment to understanding individual client needs and delivering personalized advice that aligns with their long-term objectives.1
