Leverty Financial Group

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Hudson, WI
Leverty Financial Group

Leverty Financial Group is an SEC-Registered Independent Wealth Management Firm https://levertyfinancial.com/disclosures-facebook/

LEVERTY FINANCIAL GROUP
is an SEC-registered independent wealth management firm, dedicated to helping clients secure the financial future they envision. We work with retirees and other successful executives and individuals considering retirement. We also help institutional clients develop and manage their corporate retirement plans.

01/07/2026

We are thrilled to introduce Loriene Hammond as the newest member of our team! Loriene has joined us as an our Executive Assistant, where she will play a key role in supporting our clients and advisors. Welcome to the team, Loriene!

12/24/2025

Merry Christmas & Happy New Year from Leverty Financial Group! To our valued clients, a sincere thank you for choosing us to advance your financial goals. Cheers to a prosperous and successful 2026 together!

11/11/2025

Today, we honor the courage, sacrifice, and dedication of all who have served in our nation's armed forces.

To our veterans: Thank you for your service, your strength, and your commitment to protecting the freedoms we hold dear.

Your sacrifices have shaped our nation and secured our future.

We are forever grateful.

09/11/2025

Today, we pause to honor the lives lost, the families forever changed, and the heroes who showed extraordinary courage on September 11, 2001.

We will never forget.

09/01/2025

Happy Labor Day!

Today we honor the hard work and dedication of individuals who help strengthen our communities. From all of us at Leverty Financial Group, we wish you a safe and restful holiday!

08/06/2025

We were proud to be a hole sponsor at this year’s Hudson Rotary Golf Tournament at White Eagle Golf Club!

Thank you to everyone who came out on August 4 to support local scholarships, youth programs, and impactful community organizations. To date, Hudson Rotary has donated over $1.5 million locally and globally — and we’re honored to be part of that legacy.

07/04/2025

Happy 4th of July from all of us at Leverty Financial Group! Wishing you a day filled with freedom, fireworks, and time spent with those who matter most.

Stay safe and enjoy the celebration! 🎆

07/01/2025

🎓 Congratulations to Matt Gendreau on earning the Retirement Income Certified Professional® (RICP®) designation!

The RICP® is a specialized designation for financial professionals who focus on helping clients transition from accumulation to distribution in retirement. This designation enhances Matt’s ability to guide clients through key decisions around income planning, Social Security, Medicare, tax strategy, and legacy planning.

At Leverty Financial Group, we believe retirement success is built on proactive, coordinated planning—and Matt’s achievement further strengthens our ability to deliver that. The RICP® aligns perfectly with our mission to help clients navigate retirement with clarity, confidence, and a long-term plan.

👏 Well done, Matt!

06/17/2025

🎉 Join us in congratulating Seth Blum on his promotion to Advisor at Leverty Financial Group!

Seth has been an important part of our team, and we're excited to share that he's taken on a larger role in working directly with our clients to help implement and manage their financial plans. From preparing for retirement to navigating the years that follow, Seth brings a steady, practical approach—with a strong focus on coordinated planning across investments, insurance, and tax.

His promotion reflects our ongoing commitment to professional growth and reinforces Leverty Financial Group's core values of integrity, service, and long-term partnership.

👏 Congrats, Seth!

06/15/2025

👔 Happy Father’s Day! 💙

A special shoutout to Mike Leverty, Josh, Mike Nelson, and Seth on our team for being dedicated and amazing dads! Your hard work and love for your families inspire us all.

Wishing all the dads a wonderful day filled with appreciation and joy!

06/05/2025

Welcome to the world, Josephine! Congratulations to Seth Blum, one of our amazing advisors, and his wife Meredith on the birth of their daughter on April 24th. Big brother Wesley now has a little sister to love and protect — we’re so excited for your family!

06/03/2025

Exciting news from the LFG family! Our Executive Assistant, Emma Kempfert, and her husband Jake welcomed a beautiful baby girl, Millie Rose Kempfert, on April 23rd, 2025. Millie joins big brothers Kroy and Knox — making the Kempfert crew even sweeter. Congratulations to the whole family! 💕👶

Address

201 2nd Street South
Hudson, WI
54016

Website

https://www.levertyfinancial.com/

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About Us

Since 2002, our team of professionals has provided a full-service approach to financial planning and wealth management for successful executives and those transitioning to retirement. Located in Hudson, Wisconsin, Leverty Financial Group serves clients nationwide.

Our client-centered approach yields long-term relationships built on trust, confidentiality and integrity. By understanding that our clients lead busy lives, we’ve developed a personalized wealth management process that streamlines their financial decision-making and brings clarity, purpose and confidence to their planning for the future.