Leonard Wealth Management, LLC, A Registered Investment Advisor - Lincolnton, North Carolina

Brenda R.

Cain did an excellent job of navigating us through the often times confusing and misunderstood planning of our retirement future. Everything was presented in an understandable and and concise way. Our needs and best interest were always put first. Relaxing environment and friendly atmosphere. We recommend you see Cain today for your financial and insurance needs.

Caitlan R. K.

My husband and I were searching for financial education for newlyweds. Cain is the first advisor that would actually talk to us! He is teaching us how to manage the resources we have, how to plan for the future, and all the "adulting" info we didn't know we needed. (Wills, beneficiaries, insurance, etc) We so appreciate his knowledge. He's also just a really nice guy! I would definitely recommend Cain Leonard to any young couple looking for guidance to get started!

Deirdre N.

Cain was very instrumental in helping me and my family with planning for our financial future. He helped me create a financial plan which has given me confidence that I will be well-prepared for my retirement. He also helped me organize my financial world so that I can have quick and easy access to my financial, legal, and healthcare information which has simplified my life. I definitely sleep easier at night knowing that I am prepared for the future. Wish I had done this years ago!

Deirdre H. Nachamie
Attorney-at-Law

Eric N.

I am greatly appreciative of Mr. Leonard providing what seemed to be essentially a Masterclass in long--term financial and retirement planning. He went through numerous topics from what I envisioned my future retirement to look like, when I retire from my North Carolina local government position, to options for further investments, as well as how to approach Medicare when I turn 65.

Mr. Leonard provided exceptional financial advice to my father, now a retired physician which is why I know my retirement planning is in great hands.

Eric Nachamie, MPA

Harold M.

I remember asking my husband, Harold, what I would do about our investments and finances, before he passed away. He said Cain would take care of me. And he has done just that! He has always made time for meetings and answered all of my questions! He is very knowledgeable in all aspects of finances and healthcare information. Thanks for all you have done for me, now and in the future! Bonnie McCumber

sarah B.

Cain found the best and most affordable healthcare plan for my elderly parents. He is an excellent communicator and perfectly understands his clients’ needs. I’d recommend Cain to anyone seeking a cost-effective healthcare plan.

alison A.

Leonard wealth Management helped me tremendously!! Very knowledgeable about current investments. Cain’s team is always positive and willing to answer questions you may have. So very happy to have them as my wealth management team!!!

Lillian C.

If you or your parents need help deciding on a Medicare plan, see Cain at Leonard Wealth Management. He helps you choose the plan that is right for you. There are so many variables that you really need a professional to guide you. He was so very helpful and took his time explaining the different plans. Oh and the best part....there is no cost for his professional services assisting you in choosing a plan.