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.
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Help protect all the things you’ve worked hard to acquire from loss, like your homes, autos, watercraft, aircraft and collectibles. Ask me about our RBC Echelon partners that advise on risk management strategies for your multiple properties and high-end collectibles.
Planning ahead is key to feeling prepared for college education costs for yourself or your loved ones. Message me to learn more about the many options available to save and pay for education.
Happy spring! What ideas are sprouting in your mind with this change of seasons? Let’s talk and make them come to life!
Did you know that children often understand concepts like saving and spending money as early as age six? Message me for resources to help you begin teaching your child financial fundamentals.
Did you know women’s sports are in a dramatic growth period? Features such as unique investment models and shorter media rights deals make it an appealing market for investors.
With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans. https://docs.rbcwealthmanagement.com/us/68709-tuition-madness-bracket.pdf