We specialize in institutional asset class investing, closed end mutual funds, stock and bonds. We work with individuals, small businesses, trusts and foundations. Leonard Wealth Management, Inc. is a Fee-Only , Registered Investment Advisor. We provide comprehensive financial planning and investment management consulting. To enter our web site, read the disclosure notice and click the button below acknowledging you have read the notice.
All investments involve risk including loss of principal.
Past performance in not necessarily indicative of future performance. This information does not constitute a solicitation for service. The information contained herein was obtained from sources which Leonard Wealth Management, Inc. believe reliable, but they do not guarantee its accuracy. You may request more information about Leonard Wealth Management, Inc. and its services by contacting the firm and requesting a copy of the firm's most recent Disclosure Brochure or ADV as filed with the California Department of Corporations.