Welcome to The Levacy Group

The Levacy Group is a family-run Investment Advisory firm specializing in portfolio administration, tax planning and estate preservation.  We are based in Coronado, California across the street from the world-famous Hotel del Coronado.

Andrew, Martha and Ronald Levacy

HDC-002 Small

The Levacy Group
1330 Orange Avenue, Suite 324
Coronado, CA 92118

Please give us a call or email:

(619) 435-1234

Andrew Levacy: alevacy@partnervest.com 

Check the background of this firm on FINRA’s BrokerCheck.

The Levacy Group
1330 Orange Avenue, Suite 324
Coronado, CA 92118
(619) 435-1234

Investment advisory services offered through duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and The Levacy Group are unaffiliated entities.