Leonard Wealth Management, LLC, based in Lincolnton, NC, is a registered investment advisor providing comprehensive wealth planning and management services. Led by J. Cain Leonard, CEP, the firm offers expertise in life insurance, health insurance, disability insurance, and Medicare solutions.
With a focus on education and personalized strategies, Leonard Wealth Management helps clients navigate the complexities of investments and insurance to achieve their financial goals. As a trusted advisor, the team at Leonard Wealth Management is dedicated to providing tailored solutions and guidance to help clients secure their financial future.
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