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Leach Wealth Partners

Welcome to the Rockefeller Global Family Office

At Leach Wealth Partners, we aim to be the holistic advisor for our clients, their families, and their businesses.

Located in Los Angeles, California, we provide wealth management and advisory services to clients as a trusted fiduciary advisor. We are dedicated to serving the complex needs of our client’s families and businesses by establishing thorough and thoughtful plans that will evolve generational wealth. We are committed to educating our clients to ensure they understand our recommended strategies and are comfortable with the path forward.

With the resources of Rockefeller Capital Management, we’re able to serve our clients’ every financial need—from helping business owners with cash flow, tax, succession, and retirement planning, to helping multi-generational families with trusts, estate plans, financial education, and wealth transfer, to managing their investments so their goals can be achieved.

Our standards for service are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.


(424) 600-7925

2000 Avenue of the Stars
Suite 530-N
Los Angeles, CA 90067
“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”
Gregory J. Fleming

At Leach Wealth Partners, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.


Managing Director, Private Advisor, Sports and Entertainment Advisor
(424) 600-7925


Associate Vice President, Senior Client Associate
(424) 600-7926

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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Paul Leach,CFP®, CRPC®, CPFA

Paul Leach,CFP®, CRPC®, CPFA

Managing Director, Private Advisor, Sports and Entertainment Advisor


Paul Leach is the principal of Leach Wealth Partners and specializes in investment management, holistic financial planning, succession and estate planning, and risk mitigation. Paul has over 15 years of experience which help maximize long and short term financial goals by incorporating investment strategies and planning strategies taking into consideration current economic, tax, and political policy while avoiding/mitigating potential risks, threats and blind spots.

Paul understands family dynamics and works with each family generation to maximize their benefit and mitigate taxes. Paul works directly with client CPAs, estate planning attorneys, and other trusted advisors to ensure all aspects of his clients’ financial lives are accounted for and in good order.

Paul earned his B.A. in Economics from the University of California, San Diego and his MBA in Finance from Loyola Marymount University. He earned his CERTIFIED FINANCIAL PLANNER TM (CFP (r)) certification, his Chartered Retirement Planning Counselor designation (CRPC), and Certified Plan Fiduciary Advisor designation (CPFA). Additionally, given Paul’s focus on helping professional athletes and entertainers reach their financial goals, Paul is a qualified Sports & Entertainment Advisor.

Paul lives in Torrance with his wife and three children. He is active in his community, church, and supports many non-profit organizations. In 2008, Paul founded a charity surf camp, Surf 4 Kidz, which he continues to operate each summer to raise money for at-risk military veterans.

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Jerry Daly

Jerry Daly

Associate Vice President, Senior Client Associate


Jerry Daly is an Associate Vice President, Senior Client Associate with Leach Wealth Partners at Rockefeller Capital Management. Jerry joined the firm in 2023, drawing on more than 20 years of experience at Merrill Lynch. He has worked with Paul Leach since 2017, contributing to a high performing culture that is grounded in a strong commitment to client ease and well-being.

Jerry develops deep and enduring relationships with clients and their families, helping them streamline the many moving parts of their wealth. He customizes his approach based on the needs and interests of each relationship, communicating clearly to clients and helping them capitalize on the range of resources at their disposal. Thorough by nature, Jerry is resolute in tracking down solutions and propelling steady momentum on long-term initiatives. He is gratified to help clients regain more time in their schedules for their personal and professional interests, knowing the team is focused on their financial affairs.

Jerry lives in the South Bay with his dog, Finn. In his free time, he is an avid surfer.

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