Our commitment
The Leonard Group is a committed team of experienced wealth advisors who serve as primary advisor to individuals, families, businesses, and organizations. Our team is focused on you – the client.
At RBC Wealth Management, we use current, in-depth research, discretionary portfolio management and a strong professional network of attorneys and CPAs to meet our clients’ needs. Our philosophy and approach are best aligned with those who believe in the value of advice, and endorse a value-oriented, long-term, disciplined investment style. Knowing you, understanding you and always thinking of your best interests is our commitment as your trusted primary advisor.
Social Media
See footer below for group’s social profiles >
Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real.
1Living longer is becoming more commonplace, but rising health care costs can be a burden. Let's talk about securing your future without breaking the bank. Schedule a meeting with me today to discuss your health care plan.
Year-end distributions for your private foundation may be coming up. Contact me to explore liquidity strategies for charitable grants.
During the end of the year, people often think of philanthropy. RBC Wealth Management’s charitable giving checklist can help you go from inspiration to realization of your philanthropic vision. Message me today to receive your copy.
The end of the calendar year is an ideal time to review or fill out the Family Inventory from RBC Wealth Management, a workbook designed to compile all your wealth planning information in one place for you and your loved ones. Contact me today for a copy.
If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk. You have options, including competitive yields for your cash as part of your wealth plan.