Working for your today, your next generation, and your legacy.

 

The Leonard Group

At the Leonard group, we provide clients with customized wealth planning solutions designed to achieve financial needs and long-term goals. We deliver highly individualized investment and wealth management solutions using strategic advice. We work for your today, your next generation, and your legacy.

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.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Let's start the conversation

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On World Day of Social Justice, equity, inclusion and peace take center stage.

Plan ahead for your required minimum distributions (RMDs) as they impact your gifting and estate plans. Let’s discuss. Call me to schedule your annual wealth planning checkup.

Let’s honor leadership and service to our country on Presidents’ Day.

The beginning of the year is the perfect time to set goals for the months ahead. Contact me to discuss the steps you can take to bring your financial goals to life.

Happy Valentine’s Day! Be sure to share your expressions of love with others today.

Did you know love and money don’t have to be a point of contention? Saving isn’t just about money. It’s about enabling your family’s goals and dreams. Show your loved ones how much you care and let’s start a conversation about shared finances.

Meet the team

Learn more about The Leonard Group.

 

Learn more about RBC WealthPlan

RBC Wealth Management Online

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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Latest Insights

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Focus on earnings season

Feb 18, 2025 | Kelly Bogdanova

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

Read more