The Levacy Group is a family run Investment Advisory firm specializing in portfolio administration, tax planning and estate preservation. We are located in Coronado, California across the street from the world-famous Hotel del Coronado. Investment advisory services offered through duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser.
ChangePath, LLC and The Levacy Group are unaffiliated entities.
ChangePath, LLC and The Levacy Group are unaffiliated entities.
Services
Since the Fall of 1981, Martha has been a pioneer in the Financial Services Industry. She launched her own estate planning practice in Coronado, CA in 1987, one of the first woman owned in the country. Later, she expanded the business to include fee based, full service portfolio management.
She remained active with the community-as treasurer of Coronado Soroptimists and on the Board of Directors for Coronado Chamber of Commerce and Coronado Historical Society.Martha enjoys helping clients identify and reach their financial goals. She feels a special responsibility in helping her lady clients navigate through sensitive transitions such as death and divorce.
She remained active with the community-as treasurer of Coronado Soroptimists and on the Board of Directors for Coronado Chamber of Commerce and Coronado Historical Society.Martha enjoys helping clients identify and reach their financial goals. She feels a special responsibility in helping her lady clients navigate through sensitive transitions such as death and divorce.
Andrew's expertise in taxes will add an additional level of service that we can provide for our clients. He can either help you prepare your documents or complete your tax return for you. Because he understands your investments, he can make sure you're including all the necessary details that could save you money.
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