Leila Ross and Kevin Sincavage are co-Managing Partners for L. Ross Wealth Management, a wealth advisory practice powered by LPL Financial Inc., the nation’s largest independent broker-dealer.* Leila and Kevin provide a broad range of investment services to a diverse client base of greater than 170 affluent households, small business and non-profit organizations.
Focus: We create investment roadmaps that align with the fiduciary interests and requirements, as well as the risk profile of our clients, who have entrusted us to provide prudent and seasoned advice. We collaborate with well-regarded professional money managers to seek optimized performance based upon risk-reward characteristics that are consistent and aligned with our client’s values and investment goals.
Distinction: We best serve our clients by adhering to specific practice disciplines the most important of which is to know and work closely with our clients to understand their complete financial picture and uncover potential blind spots. We maintain a high level of service through a dynamic client approach that ensures a strategic and programmatic dialogue across a minimum of 4 annual touch points. We make this possible through our commitment to optimizing the number of relationships that we bring aboard.
Mr. Sincavage and Ms. Ross carry a deep domain experience in the financial industry having served the needs of affluent individuals and families, entrepreneurs and institutional clients during their respective and well-tenured careers spanning a quarter century. Both have worked extensively with non-profit organizations to develop prudent investment processes that are consistent with each Board’s legal and ethical obligations. They have further consulted in numerous capacities ranging from the management of Qualified Retirement Plans to development of Investment Policy Statements to RFP administration and Advisor selection.
Leila has 29 years of experience in the financial services and wealth management field providing investment advice, risk management and retirement planning services to hard working successful individuals and families.
Kevin Sincavage Kevin is a graduate of the Virginia Military Institute, both academically and militarily distinguished, as well as a veteran of the United States Army. He served in the Military Intelligence Corps for nearly 5 years,...