New Mexico Financial Management and Life Planning Services

Helping families retain and grow their personal wealth requires attention to detail and an eye on future goals. We love developing relationships with our clients, most of whom we call friends. When preparing for the education of your children, for your eventual retirement, or when considering the best methods to transfer the fruits of your life’s work, let J. Nick Leitch and Company work alongside you to build for success.

Consider the following services we provide:

  • Personal financial plans for families
  • Retirement planning
  • Education planning
  • Divorce consultations
  • Generational wealth transfers (Estate and Gift)

Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Phone: 505.884.8744 • Fax: 505.884.8775