About Us

At Leonard Wealth Management, we’re passionate about reducing and managing risk. 

We believe after a lifetime of working, you should consider your financial accounts as irreplaceable capital and treat them as such. 

We’re always working to stay on top of our game using innovative methods to help us better serve our clients in a proactive way. To this end, we utilize an array of techniques to help us achieve maximum results, like checklists, workflows, and procedures, allowing us to stay totally focused on our clients and their needs. 

Let us help you potentially reduce your risk and maximize your financial potential, so you can spend your retirement future the way you’ve always dreamed.

J. Cain Leonard, CEP®, MCEP®

Master Certified Estate Planner

With more than 30 years of experience in the financial services industry, Cain’s goal is simple - to help his clients achieve theirs.  In 1959, his father, Joseph “Joe” C. Leonard, started the practice right here in Lincolnton, with Cain joining him in 1984. Offering financial counsel has always felt more like a calling.

Marianne brings years of office experience and management to Leonard Wealth Management. As the office manager, her primary responsibilities include accounting, marketing, and ensuring every client receives a high level of customer service.

Marianne Doehling

Office Manager

Leigha Bostic

Customer Service Rep

As the customer service rep at Leonard Wealth Management, Leigha is responsible for answering clients’ account questions and is in charge of our managing our Client Account Portal.

312 E Water St.

Lincolnton, NC 28092

  • White LinkedIn Icon
  • White Facebook Icon
  • White Twitter Icon
Send Us a Message

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Leonard Wealth Management are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to [protection benefits, safety, security,  or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Leonard Wealth Management is not affiliated with the US government or any governmental agency.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. #592506

© 2018-2020 by Leonard Wealth Management. Proudly created with Wix.com