Wealth Progression Group
Hours:
Monday-Friday 9AM-5PM
Driving Directions:
Our office is located in the Brick and Tile Building in downtown Mason City.
About Us
We harness the strategies of the ultra-wealthy and democratize them to the common person. We provide income and tax solutions not found in the general advisory space to better help clients meet their financial goals.
Rep/Contact Info
View Personal Bio
Robin is a Wealth Strategist and owner of the Wealth Progression Group, an independent brokerage office. Robin has worked with hundreds of people in her career, and she has a history of personally investing in most of the investments she recommends to her clients. Robin has a passion for continued client education around every sector, individual investment, and how tax law and market changes affect their portfolios each year.
Robin Edgar
Wealth Strategist
View Personal Bio
Todd Leet is a licensed (Series 7,66) Wealth Strategist specializing in holistic planning, wealth management and tax-efficiency as well as private equity, alternative investments, Qualified Opportunity Zones and DSTs. He currently is a licensed life coach, ordained pastor, has his certifications in Behavioral Financial Advice, development of Long-Term Care plans and with the Fraternal Insurance Counselors. Todd graduated with his master's in leadership from Indiana Wesleyan University.
Todd Leet Financial Advisor
Wealth Strategist
