Steven Leclair
Chief Executive Officer at LeClair Wealth Partners | Miami, Florida, United States
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As the Managing Director and founder of Legado Wealth Management at Raymond James, Steven Leclair brings a wealth of expertise in wealth management, particularly at the intersection of advanced tax mitigation strategies and business capital structures. Under his leadership, Legado has cultivated a specialized focus on serving closely-held businesses, private equity sponsors, and family offices, providing tailored financial solutions that address their unique challenges and aspirations.
Steven's extensive background in portfolio management and retirement planning allows him to design comprehensive wealth strategies that not only enhance financial growth but also prioritize long-term sustainability. His team excels in navigating the complexities of wealth accumulation and preservation, ensuring that clients can effectively manage their assets while minimizing tax liabilities. This holistic approach is particularly beneficial for family offices and private equity sponsors, who often face intricate financial landscapes.
Key projects spearheaded by Steven include the development of innovative financial frameworks that integrate philanthropy into wealth management strategies, enabling clients to align their financial goals with their values. By leveraging his deep understanding of the financial services industry, Steven empowers clients to make informed decisions that foster both personal and financial growth.
In an ever-evolving financial landscape, Steven Leclair remains committed to providing exceptional service and insights, ensuring that Legado Wealth Management stands out as a trusted partner for clients seeking to navigate their wealth management journey with confidence and clarity.
Chief Executive Officer at LeClair Wealth Partners in November 2024 to Present
Chief Executive Officer at LeClair Capital Partners in November 2024 to Present
Managing Director at Raymond James in October 2019 to October 2024
Branch Manager. Senior Vice President- Wealth Management. Senior Portfolio Manager at UBS in January 2003 to October 2019
Financial Advisor at Financial Design Associates in January 2002 to January 2003
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Wealth Management
Retirement Planning
Portfolio Management
Philantropy
Financial Services
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What is Steven Leclair email address?
Email Steven Leclair at [email protected]. This email is the most updated Steven Leclair email found in 2026.
What is Steven Leclair phone number?
Steven Leclair phone number is +16145074160.
How to contact Steven Leclair?
To contact Steven Leclair send an email to [email protected]. If you want to call Steven Leclair try calling on +16145074160. (updated on October 29, 2024)
What company does Steven Leclair work for?
Steven Leclair works for LeClair Wealth Partners
What is Steven Leclair's role at LeClair Wealth Partners?
Steven Leclair is Chief Executive Officer
What industry does Steven Leclair work in?
Steven Leclair works in the Financial Services industry.
Steven Leclair Email Addresses
Steven Leclair Phone Numbers
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