Estate Planning 101

Leigh McCloskey’s diligence and commitment help foster long-term relationships with individuals, families and small businesses and are a hallmark to his approach as a Wealth Management Advisor. These relationships are built on trust, understanding, and a co-created financial plan. Leigh helps individuals coordinate and integrate all aspects of their personal, business, and economic lives. He helps clients gain awareness, clarity, and confidence, helping them move towards a state of financial freedom. Starting with asset protection, he then implements unique cash flow strategies to maximize passive income, tax efficiency, and legacy planning. Since joining The Bulfinch Group in 2013, Leigh’s focus, attention to detail, and strong analytical skills have helped many clients understand their current financial position, identify goals and priorities, and create action steps to achieve those goals. Before joining The Bulfinch Group, Leigh helped manage his family’s small business located in Haverhill, MA while earning his MBA from Boston University. Prior to this, Leigh graduated from Franklin & Marshall College in Lancaster, PA with a strong interest in financial analysis, sustainability, and community engagement. Leigh is an active member of Big Brothers Big Sisters and enjoys exercising, traveling, eating a great meal, and spending time with his family.