Garrett Wealth Management, LLC

Get Help from a Financial Advisor

Investment Philosophy

As a Financial Advisor, I can offer you a personalized financial strategy, not a generic investment program.  Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals.  It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

My approach to investing is straightforward:  I focus on becoming your partner in building the future you desire.  As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program.  Every decision we make will be focused on achieving the results you want.  My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.  Garrett Wealth Management LLC financial planning, retirement financial planning.

Your Rights as an Investor

Quality Service

  • Full and Clear Reporting
  • Responsible Investment Advice
  • Prompt, Fair Resolution of Problems

Your Responsibilities as an Investor

Inform and Educate Yourself

  • Communicate With Your Garrett Wealth Management, LLC Representative
  • Keep Your Accounts Current
  • Use the Right Resources - Carefully

Garrett Wealth Management, LLC

Professional Advice Can Make A Difference

Securities and advisory services offered through Harbor Financial Services, LLC Member FINRA / SIPC / Privacy Policy / Business Continuity Plan representatives of Harbor Financial Services, LLC do not provide tax or legal advise. Please consult your tax or legal professional for your particular situation. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do Not Sell My Personal Information. Financial advisors may only conduct business with residents of the states and / or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact Garrett Wealth Management for additional information.
Leslie Garrett

Leslie Garrett

Financial Advisor

A little personal history:

My wife and I have four sons and a daughter. We relocated to the Kissimmee/St. Cloud area after I was honorable discharged from the United States Marine Corps. I was a career Marine Officer with the rank of Major, but initially began my services as a Private in the Marine Corps. My home town is Hannibal, Mo. I graduated from Hannibal Senior High School and between the ranks of Sergeant and Second Lieutenant. I attended Truman University where I majored in Accounting and Business Administration, graduating with a Bachelor of science Degree.

My Wife and I have lived on the East coast, West coast, and in the heartland of this great country. However, we enjoy our lives here in Kissimmee/St. Cloud, the best. We are theme park enthusiast. I enjoy reading and exercising. My passion is working with individual investors. I've worked in the financial service business since 1995 as an investment representative. Also, since 2003 I've been a Financial Advisor/Business Owner. I have enjoyed helping people of the area with their financial needs and I can't think of any other job more satisfying for me.

Garrett Wealth Management, LLC:

Garrett Wealth Management LLC financial planning is an independent firm that provides financial planning, retirement financial planning, and general insurance agency that strives for nothing less than the best for our clients. Our firm provides products and services offered through Harbor Financial Services, LLC Member FINRA/SIPC and a SEC Registered Investment Advisory Firm. This enables us to provide objective advice and services with the ability to access a vast wealth of investment resources and products to help achieve our clients' dreams. At Garrett Wealth Management, we have a commitment to growing at our own pace which allows us the privilege of developing long, lasting personal relationships with all of our clients and offer a clear path to their financial goals. Call us for Financial Advice.