Leach, Bickmore & Weiss Wealth Management, LLC

Daniel Weiss is a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI, holding a Series 65 credential with 15 years of industry experience. He has been with the firm since 2015. Outside of his advisory role, Weiss is a managing member of two companies: HyphaWay, LLC, which develops financial planning software for advisors, and LBW Consulting, LLC, a business consulting firm. Leach, Bickmore & Weiss Wealth Management provides discretionary asset management, legacy wealth management, and personal financial consulting to individuals, high-net-worth clients, trusts, charitable organizations, and business entities. The firm emphasizes fundamental and value analysis in constructing individualized portfolios and is notable for its combination of a large client base per advisor and the use of borrowing and derivatives within managed accounts.

Nathaniel Leach is a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI, holding a Series 65 designation with 13 years of industry experience. He has been with Leach, Bickmore & Weiss Wealth Management since 2015. Outside of advisory work, he is the managing member of HyphaWay, LLC, a financial planning software company, and LBW Consulting, LLC, a business consulting firm. Leach, Bickmore & Weiss Wealth Management provides discretionary asset management, legacy wealth management, and personal financial consulting to individuals, high-net-worth clients, trusts, charitable organizations, and business entities. The firm manages approximately $98.5 million in assets and serves about 280 clients, employing a fundamental and value-based investment approach with individualized portfolios that may include equities, fixed income, mutual funds, ETFs, and private securities.

Timothy Bickmore is a CFP® with 12 years of industry experience and has been with Leach, Bickmore & Weiss Wealth Management, LLC since 2015. He is a managing member of two businesses outside of investment advisory: HyphaWay, LLC, a financial planning software company for advisors, and LBW Consulting, LLC, a business consulting firm. Leach, Bickmore & Weiss Wealth Management offers discretionary asset management, legacy wealth management, personal financial consulting, and educational seminars to individuals, high-net-worth clients, trusts, charitable organizations, and business entities. The firm manages approximately $98.5 million in assets for about 280 clients and employs a fundamental and value-based investment approach that includes equities, fixed income, mutual funds, ETFs, and private securities, with active portfolio monitoring and the use of margin borrowing and derivatives when appropriate.

Gary Grosskopf is a CFP® with four years of industry experience, currently serving as the sole advisor at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI. His prior experience includes roles at Third Coast Advisors and the University of Wisconsin - Madison, as well as work in community and educational settings. Leach, Bickmore & Weiss Wealth Management offers discretionary asset management, legacy wealth management, and financial consulting to individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm manages approximately $98.5 million in assets across about 280 clients, employing a value-oriented investment approach that includes equities, fixed income, mutual funds, ETFs, and private securities, with active portfolio monitoring and the use of margin and derivatives where appropriate.