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J. Cain Leonard, CEP®, MCEP®
MASTER CERTIFIED ESTATE PLANNER™
Leonard Wealth Management

312 E Water St.

Lincolnton, NC 28092

704-735-7427

cain@leonardwealth.net

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Leonard Wealth Management, LLC is a registered investment adviser in the state of North Carolina. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

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Investment adviser representative of Leonard Wealth Management, LLC, A Registered Investment Adviser. Investment Advisory Services are offered through Leonard Wealth Management, LLC, A Registered Investment Adviser. Insurance Services are offered Leonard Insurance Solutions. Leonard Wealth Management, LLC; Registered Investment Adviser and Leonard Insurance Solutions are affiliated. 02/2021-01

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