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At Leonard Wealth Management, we work with individuals and families that understand the value of high quality, professional advice. Our clients seek a long term relationship with their advisors, as we do with our clients.
Two thirds of our clients are 55 years old or older, retired or very close to retirement, and have a net worth from $3 to $20 million. One of the main, ongoing services we provide to these clients is a consistent cash flow to fund their golden years. Most of these clients earned their wealth through hard work and diligent savings. Many were small business owners or professional/executives. They are all enjoying peace of mind in retirement.
The other third of our clients fall into three main groups: widows and inheritors, younger high income professionals and entertainers who are still working, and ultra wealthy families.
All our clients have unique goals and requirements. Leonard Wealth Management has designed special services to meet the needs of these clients. If you fall into one of these categories, you owe it to yourself to contact us and learn more about our services designed specifically for your situation.
It is not uncommon for us to meet individuals and families who do not require our comprehensive wealth management services or do not meet our net worth parameters. However, they would like the services of a fee-only, fiduciary to help with their investment design and implementation. If that is your situation, you may want to consider our sister firm, OnCubic.
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