Financial Advisors
Lincolnton, NC
Leonard Wealth Management is a Registered Investment Advisor based in Lincolnton specializing in comprehensive financial planning and wealth management. They offer personalized advisory services focused on health and wealth planning to help clients build and preserve their financial future. With a client-centered approach and professional credentials as an RIA, they serve individuals seeking independent, fiduciary-based financial guidance.
Ideal for: Individuals seeking independent financial advice, Retirees and pre-retirees, High-net-worth clients, Those needing comprehensive wealth planning
Service area: Lincolnton, NC and surrounding areas
Registered Investment Advisor: Operates as a licensed RIA with fiduciary responsibilities to clients, ensuring advice prioritizes client interests.
Health & Wealth Planning: Offers integrated planning that addresses both financial and health-related planning needs for comprehensive life management.
Address: 312 E Water St, Lincolnton, NC 28092
Phone: (704) 735-7427
Website: leonardwealth.net
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