Scott Leibfried serves as the Private Wealth Advisor and CEO at StackStone Wealth, a distinguished private wealth advisory practice under Ameriprise Financial Services, LLC. With a robust background in wealth management services, Scott brings a wealth of expertise in investments, strategic planning, and business development...
Scott Leibfried serves as the Private Wealth Advisor and CEO at StackStone Wealth, a distinguished private wealth advisory practice under Ameriprise Financial Services, LLC. With a robust background in wealth management services, Scott brings a wealth of expertise in investments, strategic planning, and business development to his role. His commitment to delivering goal-based advice ensures that each client receives personalized financial strategies tailored to their unique aspirations and circumstances.
At StackStone Wealth, Scott leads a dedicated team of professionals focused on providing comprehensive financial services that encompass protection planning, business planning, and succession planning solutions. His proactive approach to client relations fosters long-lasting partnerships, allowing him to effectively guide clients through the complexities of wealth management. Scott's emphasis on strategic planning not only helps clients navigate their current financial landscape but also prepares them for future opportunities and challenges.
In addition to his advisory role, Scott is actively involved in key projects that enhance the firm's service offerings, including innovative investment strategies and educational initiatives aimed at empowering clients with financial knowledge. His public speaking engagements further establish him as a thought leader in the industry, where he shares insights on wealth management trends and best practices. For those interested in exploring tailored financial solutions or succession planning strategies, Scott invites you to connect for an initial engagement meeting. To learn more about his approach and the StackStone Wealth team, visit the provided links.