LeEric has spent over two decades helping high-net-worth individuals and families navigate complex financial planning matters including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning, and charitable giving. LeEric is passionate about helping clients align their wealth with their values. He does this by understanding which environmental, social and governance issues are most important to them, helping clients identify which investments in their portfolio conflict with their values, constructing a customized portfolio with their values in mind, and providing quantifiable ways to measure the impact their dollars are makin