Glenn Leest
Senior Investment Advisor
  Contact Glenn
  (928) 699-9966
  LinkedIn Profile
  Schedule a Meeting with Glenn
Choose from phone, Zoom, or in-person options
Glenn's Library
Glenn Leest Senior Investment Advisor
March 21, 2023 - Article
Is your cash working for you?
Are you looking to earn more interest on your cash? Are you intrigued by earning a 4.5% interest rate or more? If you are, then keep reading because I have some great news for you.
Glenn Leest Senior Investment Advisor
Glenn Leest Senior Investment Advisor
June 17, 2022 - Podcasts
Flagstaff Chamber of Commerce
Member Spotlight of Glenn Leest with WT Wealth Management
Glenn Leest Senior Investment Advisor
Glenn Leest Senior Investment Advisor
April 01, 2022 - Podcasts
Jeff Oravits Show - April 1st
Glenn Leest: How you can fight inflation
Glenn Leest gives a market update, tips on how to personally fight inflation. Plus Jeff and Glenn on chicken inflation.
Glenn Leest Senior Investment Advisor
Glenn Leest Senior Investment Advisor
March 21, 2022 - Article
Navigating the Down Market
Being an investor is not always easy. Especially now, considering the rise in conflict between Russia and Ukraine. Such geopolitical shifts can be the root of anxiety and leave us wondering how they might significantly impact the financial market or personally affect our investment portfolio.
Glenn Leest Senior Investment Advisor
Glenn Leest Senior Investment Advisor
March 10, 2022 - Podcasts
Jeff Oravits Show - Mar. 10th
Glenn discusses inflation, economy & investments
Glenn Leest discusses inflation and the impacts on the economy, your wallet and investments.
Glenn Leest Senior Investment Advisor

"WE BELIEVE that if we spend the time to get to know our clients, we will be better able to serve them."
Personal Profile
Glenn has lived in Flagstaff for over 19 years and has strong ties to both the community and local businesses. Coming from an entrepreneurial background, Glenn has developed and honed his skills to help his clients make educated and timely decisions about their investment strategies and how they relate to their long-term financial well-being. His unique real-world business perspective and down to earth communication skills allow Glenn to easily connect and communicate complex financial strategies to his clients.

Before Glenn was in the investing industry, he worked as a paramedic/EMT in Flagstaff Arizona for 5 years. In late 2012, Glenn decided it was time for a change and got into the investing and financial industry. He took with him his desire to help those in his community and translated that into his new career as a financial advisor. Glenn came from a challenging upbringing where there was little financial stability and almost zero education about investing. Having to learn financial and investing principles from scratch has given Glenn a true understanding of how this area of our lives can at times be overwhelming. It is Glenn’s mission to help your investing and financial knowledge grow so that you can have financial freedom and success.

Glenn started his investment advisory career in 2013, working for an all-inclusive financial planning firm focused on individuals and small businesses. There he developed his expertise working with employer sponsored benefit plans such as SIMPLE IRAs, SEP IRAs, 401k plans, profit sharing and defined benefit plans. Glenn spends considerable time with his clients working to understand their financial goals and aspirations. This client-focused approach allows him to guide and make complete financial planning recommendations that are custom tailored for each client.

In his spare time Glenn and his wife, Breanna, serve as associate pastors at Bridge Church in Flagstaff Arizona. Glenn provides financial oversight to Bridge Church as a board member and financial committee member. Glenn and Breanna have three amazing children: Parker (7), Hadleigh (5) and Lennox (2). He also enjoys bodybuilding and has competed in multiple competitions and is a rollercoaster enthusiast who thoroughly enjoys (safe) thrill-seeking adventures! Glenn and Breanna also enjoy real estate ventures and are currently working on their first rental property renovation.
Professional Philosophies and Goals
Glenn aspires to help his clients be efficient with the financial resources they have during their lifetime. He believes that money, like time, is a finite resource that we ought to do our best to both maximize and enjoy. Whether it is hundreds, thousands, or millions, Glenn believes that we should strive to be the best financial stewards as possible. Glenn is committed to the Northern Arizona community for the long-term. Additionally, Glenn helps his clients understand that having the right long-term investing perspective can make all the difference. Our financial lives are a constantly evolving picture and Glenn is committed to the local community's ongoing education (and his own) about investing and finances.

Glenn believes that each year he should become better in all areas of his life. Through ambitious goals and a culture of excellence, Glenn seeks to grow his abilities and team. He believes that by having this culture and mindset, his clients will always be getting the best that Glenn and his team have to offer.
Podcast, Radio Show and Educational Content
Glenn is featured weekly on a nationally syndicated talk show “The Jeff Oravits Show” as the resident investment expert (97.1FM – Thursday afternoons). Glenn also has a nationally broadcasted podcast called "Intelligent Investing with Glenn Leest". This podcast is on every Saturday morning on 97.1FM and online (iTunes, Spotify, Amazon Music, Cast box, Pandora and more)

"Intelligent Investing with Glenn Leest" covers all things related to investing with experts from various fields and walks of life. Some notable guests have been:

  • One of the World’s Largest Bitcoin Mutual Fund Managers
  • Local Real Estate Experts
  • Tax Professionals and an IRS member
  • Real Estate investors who specialize in renovations and flips
  • Local Insurance Specialists – Life, Health, Home, Auto & Umbrella
  • Chief Investment Officer of WT Wealth Management
  • President of Western Trust – Hospitality and Resort Company
  • Physical Trainers who specialize in investing in our health
  • Real Estate Developers
Having come from a non-finance background, Glenn has the heart of a teacher and wants to help grow your knowledge so you too can be an intelligent investor. Glenn has an investing 101 class that he has created and offers online and in person throughout the year at no cost. He also produces educational video content to help grow your investing knowledge and financial aptitude.
Financial Peace University (FPU) Involvement
Glenn has been following and implementing the Dave Ramsey Financial Peace University principles for over 7 years. Glenn believes that we can all be successful when it comes to money and investing. Glenn’s goal is to help educate, guide, and implement a plan for you so that you can be successful in your investing. Glenn uses the Financial Peace University baby steps for his clients (regardless of their FPU participation or not) as he firmly believes it to be an effective approach.

"Whether you think you can, or you think you can't--you're right." -Henry Ford
Professional Experience and Achievements
Experience in financial planning, investment management, portfolio analysis, annuity analysis and retirement projections. Expertise in employer sponsored investment plans including SIMPLE IRAs, SEP IRAs, 401(K) plans, and defined benefit account plans.

  • Series 65 Certified
  • Board Member – Flagstaff Junior Academy (Treasurer) 2016 – 2021
  • President – Noon Lions Club (2016-2018)
  • Award Recipient of the Arizona Daily Sun 20 Under 40 - 2016
  • Academic achievement award – Coconino Community College Presidents List - 2017
  • Pastor with Bridge Church May 2019 – Present
  • Financial Committee member for Bridge Church July 2020 - Present
How to Partner with Glenn
Glenn wants to partner with you to help take your investing/financial life to the next level. Whether you are just starting out, are midway through or in retirement, Glenn is eager to help you improve your current situation. Call or email him today and let’s dream big together. Together we can go above and beyond.

Office Number (928) 225-2474
Office Number #2 (928) 225-2314
IntelligentInvesting@WTWealthManagement.com
GLeest@WTWealthManagement.com
813 North Beaver Street
Flagstaff, Arizona, 86001
Intelligent Investing with Glenn Leest (Spotify, I-Tunes, Amazon Music, Pandora and more)

WARRANTIES & DISCLAIMERS

There are no warranties implied.
Any opinions expressed on this website are the opinions of WT Wealth Management and its associates only. Material listed on this website is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. You should always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETF’s carry certain specific risks and part or all of your account value can be lost.

At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.

View Disclosure
WT Wealth Management is an SEC registered investment adviser, with in excess of $100 million in assets under management (AUM) with offices in Flagstaff, Scottsdale, Sedona and Tucson, AZ along with Jackson Hole, WY and Las Vegas, NV. WT Wealth Management is a manager of Separately Managed Accounts (SMAs). With SMAs, performance can vary widely from investor to investor as each portfolio is individually constructed and managed. Asset allocation weightings are determined based on a wide array of economic and market conditions the day the funds are invested. In an SMA, each investor may own individual Exchange Traded Funds (ETFs), individual equities or mutual funds. As the manager we have the freedom and flexibility to tailor the portfolio to address an individual investor's personal risk tolerance and investment objectives – thus making the account “separate” and distinct from all others we manage. An investment with WT Wealth Management is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Any opinions expressed are the opinions of WT Wealth Management and its associates only. Information offered is neither an offer to buy or sell securities nor should it be interpreted as personal financial advice. Always seek out the advice of a qualified investment professional before deciding to invest. Investing in stocks, bonds, mutual funds and ETFs carries certain specific risks and part or all of an account's value can be lost. In addition to the normal risks associated with investing, narrowly focused investments, investments in smaller companies, sector and/or thematic ETFs and investments in single countries typically exhibit higher volatility. International, Emerging Market and Frontier Market ETFs, mutual funds and individual securities may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles or from economic or political instability that other nations experience. Individual bonds, bond mutual funds and bond ETFs will typically decrease in value as interest rates rise. A portion of a municipal bond fund's income may be subject to federal or state income taxes or the alternative minimum tax. Capital gains (short and long-term), if any, are subject to capital gains tax. Diversification and asset allocation may not protect against market risk or investment losses. At WT Wealth Management, we strongly suggest having a personal financial plan in place before making any investment decisions including understanding personal risk tolerance, having clearly outlined investment objectives and a clearly defined investment time horizon. WT Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. WT Wealth Management's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WT Wealth Management's website should not be construed by any consumer and/or prospective client as WT Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by WT Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of WT Wealth Management's current written disclosure statement discussing WT Wealth Management's registrations, business operations, services, and fees is available at the SEC's investment adviser public information website (www. adviserinfo.sec.gov) or from WT Wealth Management directly. WT Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WT Wealth Management's web site or incorporated therein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Contact Glenn Today

Reach Glenn directly at 928-699-9966
or by using the contact form below.

Your message has been sent. Thank you!
Cancel