Our Services
At Leonardi Family Wealthcare, we believe that achieving financial confidence begins with a personalized and thoughtful plan. Our approach is designed to walk you through a clear, step-by-step process that fosters confidence in your financial decisions.
Once we understand your unique goals, we’ll develop tailored strategies to bring your vision to life. Whether you’re planning for retirement, building your legacy, or managing your investments, we’ll partner with you to implement a sound, cohesive plan that supports your objectives.
Our services include:
- Fee-Based Financial Planning
A collaborative, holistic approach to developing a comprehensive financial roadmap that aligns with your values and goals.
- Investment Planning
Crafting a portfolio that matches your goals, risk tolerance, and timeline, focusing on long-term success.
- Retirement Planning
Providing a clear path to navigate the complexities of retirement, helping you create a plan that supports your lifestyle and ensures long-term security.
- Estate & Business Planning Strategies
Assisting you in creating a meaningful legacy and ensuring your family’s future is protected through thoughtful and strategic estate planning strategies and business planning.
Let us be your trusted guide in navigating the path toward financial security and beyond.