On Your Side,

By Your Side.

The Contant-Leit Group

Our Mission

To provide a personalized, meaningful experience for every client.

To manage money comprehensively & thoughtfully on an individual level with our research-based philosophy of investing.

To anticipate the complexities our clients will face & provide proactive, tangible answers to our clients’ intangible uncertainties.

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Our Services

Investment Management

Retirement Planning

Estate Planning

Insurance Planning

Income Tax Planning

Education and Generational Planning

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Our Process

Our team is dedicated to identifying your financial priorities. We coordinate all aspects of your finances with a comprehensive, evolving plan built around what you care about most.

Determine Values and Objectives

Work together to understand your values and clearly prioritize your financial objectives
Stay informed as goals evolve and remain prepared for life’s surprises

Build a Comprehensive Financial Plan

Prioritize and address the parts of your financial plan that need attention/are most important to you
Regularly revisit your plan and proactively adjust for life changes

Portfolio Construction

Apply strategic asset allocation based on your values, objectives, and risk tolerance
Construct a portfolio of high-quality investments we believe are attractive in absolute terms
Maintain patience and discipline to allow valuations to determine the timing of investments
Avoid unnecessary risks; if we cannot identify attractive investments, we do not commit your capital

Our Goal

Achieving your objectives while honoring what you value most

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Our Clients

Our clients are intelligent, hardworking individuals who deserve a reliable ally when it comes to managing their wealth. Our global balanced approach to investing and planning looks beyond the daily noise, giving you financial peace of mind. We are a resource, an asset, and a relief to our clients’ busy lives as they navigate: