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Joseph D. Leake


At Hourglass Wealth Management Joseph provides complete wealth management consultation serving families and businesses. He works together with the client's attorney & tax advisor, leveraging experience to deliver a comprehensive strategy that best serves the client.

Joseph is proud of the relationships he builds with clients. He takes time to understand exactly what the client needs and develops specific strategies to achieve those goals. He is dedicated to providing exemplary customer service with quality, transparent communication.

Joseph cares about the community. He gives his time and resources to a variety of organizations including The Burlington Lightscape Project, Young House Family Service & their Annual Fundraising Dinner, and the Culver Stockton College Student Scholarship Fund.

Joseph joins Hourglass as a Partner with over 20 years of experience helping clients protect and grow their wealth legacy. Having a background as a Financial Advisor with other large firms such as Edward Jones & Merrill Lynch, Joseph believes this provides his clients with the combined experience of larger corporations with the family oriented approach that clients prefer at Hourglass.

How Can You Reach The Burlington, IA Office?

Our Address
3535 Agency Street    Suite 100
Burlington, IA 52601

Phone: 319.237.9012
Toll Free: 833.838.2090