Professional, courteous, and independent on your behalf.
We realize that the foundation to building client trust is achieved through personalized service.
LS Wealth Strategies LLC was founded in 2008 by Bill Saplicki and Woody Levinson. Sadly, Woody Levinson passed away in 2016 (see In Memoriam on the bottom of this page). The foundation of the practice was to incorporate professional business experience, financial knowledge and management skills into a company dedicated to investing and retirement income planning. LS Wealth Strategies LLC is a full service, strategy driven firm where each client is personally known. We work collaboratively to create the best strategy to meet our client’s needs and goals.
Please view our profiles below to learn more about our advisors and staff.
Wealth Manager, Certified Wealth Strategist®
Bill takes pride in creating comprehensive financial plans for his clients. Since 1999, he has gained the experience essential to educating clients about their portfolios. He focuses on income expense analysis to determine retirement income needs, develops risk adjusted strategies and proposes investments which include tax-efficient investments, managed stock portfolios, bond ladders, and alternative investments. He is a Certified Wealth Strategist® Professional and has earned the Accredited Investment Tax Analyst designation. He is a multi-year winner of the 5 Star Wealth Manager designation, as published in Texas Monthly Magazine.
Bill holds a B.S. in Mechanical Engineering from Tufts University in Medford, MA. Bill’s eldest daughter and son-in-law live and work in Palo Alto, California; his son and daughter-in-law live and work in New York City. His second daughter recently graduated from the University of Michigan, his third daughter is a junior at UCLA and his youngest daughter is a senior in high school in Dallas. He is the proud grandfather of two beautiful boys. Bill is fluent in Spanish; he enjoys traveling and loves good food. Bill’s CA Insurance License # is 0E01704.
*Please see the “Five Star Professional” page with additional details and information.
Executive Administrative Assistant
Jessica has been in the financial services industry since 2004 and began working with Bill and Woody in 2005. Over the last 9 years she has enjoyed working with LS Wealth Strategies clients to provide the personal and professional service they have come to expect from Bill and Woody. Jessica, her husband and 2 young children enjoy living near family in Austin as well as attending local events and exploring places around the city. She is extremely family oriented and is an active member in her community working as a volunteer with her children’s school and PTA as well as supporting several causes that hit close to home. As Jessica primarily works remotely from Austin, she enjoys the opportunity to periodically come to Dallas to participate in team building, client functions and office events.
Executive Administrative Assistant
Debbie has been with the Financial Services industry since 2012. She has an extensive accounting background working in law offices, CPA’s and major corporations. Debbie is a very positive people person and enjoys working with clients to provide them with the highest quality of service. She is always eager to assist anyone to make their needs go as smoothly as possible. Debbie is a faithful ongoing participant in the Susan G Komen Race for the Cure, and is a strong supporter of St. Jude Children’s Hospital. Debbie is a family oriented individual with 4 children and 8 grandchildren, which makes life always full of fun gatherings and activities.
In September, 2016, LS Wealth Strategies LLC lost a founding partner and trusted friend,
Harold “Woody” Levinson.
Woody is remembered for his commitment to his craft and his devotion to his clients. He understood the tremendous impact a caring and knowledgeable advisor could have on investors’ lives. His dedication, expertise, fun energy and warmth touched all around him.
Woody’s willingness to share his life experiences and acquired wisdom with clients and industry professionals demonstrated his strong dedication to the wealth management profession.
He will be missed by all and will long be regarded with fondness and respect.