Leland MindnichLeland MindnichVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Leland
Leland Mindnich is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Leland works closely with a select circle of families led by CEOs, founders and other prominent business owners. He leverages the power and expertise of his team, as well as those of the firm, to help families achieve meaningful success and live a life of significance.
Prior to joining J.P. Morgan with his colleagues in 2023, Leland held senior advisory positions at First Republic Private Wealth Management and Merrill Lynch. He began his career as a wealth advisor with Cetera Financial Group in Atlanta, after interning with the company in college.
Leland views each client relationship as a family relationship – understanding their financial strategy needs to reflect their visions and values for themselves, the people they love and the causes they care about. Leland is as passionate about helping families develop their strategies as he is about watching those strategies create lasting results. He considers this a byproduct of a business that is equal parts motivating and fulfilling.
Leland takes pride in his industry knowledge that allows him to deliver tailored solutions and act as a genuine steward. He holds a B.S. in Financial Management from Clemson University.
Leland and his wife, Kistler, make their home in Beverly Farms with their daughter and golden retriever. When time allows, Leland can be found on the golf course, spending time with his family or cheering on his favorite sports teams. He is a proud alumnus of St. John's Prep in Danvers, Massachusetts and a supporter of the Francis Ouimet Fund.
Insights
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now