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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If you’re in back-to-school mode, plan ahead by prioritizing essential needs and watch for discounts to keep spending in check. Message me for support in creating healthy habits to achieve your financial goals.
Private jet travel is all about you and your lifestyle. Traveling on your schedule, you gain access to thousands of airports – including hard-to-reach destinations promising new adventures and unmatched privacy. Let’s talk about how our bespoke travel services can take your family in new directions.
On Hire a Veteran Day, let’s welcome the thousands of individuals who transfer their skills from military service into civilian life and work.
There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.
Did you know that market downturns may be a good time to position your wealth for the future? A solid plan can help set you up for success, while trying to time the market may fail. Talk to me to find out more.
Take advantage of summertime and assess your midyear financial goals. As you make necessary adjustments, let me know if you have any questions or changes in your situation.