Welcome to Leonardi Family Wealthcare
At Leonardi Family Wealthcare, our focus is on Family Wealth Planning because we believe family always comes first. We work with clients who share this value, helping them create thoughtful and effective financial strategies that prioritize their loved ones. Whether you’re a family business owner—especially one striving to build a multi-generational legacy—or an individual seeking to pass down more than just assets, we’re here to help you preserve your family’s values and traditions for generations to come.
Through a collaborative, caring, and personalized approach, we aim to create plans that not only secure your financial confidence but also strengthen the bonds that matter most, ensuring that your family’s legacy remains intact over time.
Our Specialties Include:
- Fee-Based Financial Planning
- Retirement Planning
- Estate & Business Planning Strategies
- Investment Planning
