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 that setting sound New Year’s resolutions can help you create a lasting legacy? This new year is the perfect time for us to connect and create or update your WealthPlan.
Happy New Year! Is financial wellness among your New Year’s resolutions? Consider a new savings goal for 2025.
Happy first day of winter! May the longer daylight hours bring renewed energy.
If talking about money is difficult for you, our “Twelve easy conversations about money” can help. Direct message me today to receive your copy.
If you're 73+ and have already taken your RMDs for 2024, it’s never too early to start thinking about your options for next year.
Did you know that HSA assets are more than just a way to pay for medical expenses? HSAs can also serve as valuable investment vehicles to grow contributed funds until they are needed.