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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Did you know, achieving financial freedom comes with a cost? It requires planning, discipline and making smart decisions. Live empowered by discovering strategies to support your financial dreams. Message me to learn more.
Read the new edition of Investor’s Edge for ideas on meeting family business needs, managing tax provisions before they sunset, how AI may impact financial services and exploring fine wine as an investment. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf
6 Aging-in-Place Renovations That Are Actually Worth It, According to Pros
“Aging-in-place” refers to renovations or upgrades that allow you to live in your home safely as you age. These upgrades range from big remodeling projects to low-cost quick fixes.
Read MoreSummer’s here and it’s a good time to check in on mid-year financial goals, make necessary adjustments and eliminate unproductive debt from your finances. Schedule a call and let’s review your goals together.
Did you know, financial freedom means different things to each person? What does it mean to you? Let’s talk today to set you on course for achieving your financial goals.
Happy 4th of July! So grateful for the independence and freedom our country gives us. Hoping you get to cherish the day with family and friends and may the spirit of freedom inspire your future goals and dreams. Enjoy the festivities!