Sat, Dec 07
Lincoln County Senior Center
Client Holiday Party
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Sun, Aug 11
Betty G Ross Park
Summer Cookout - Client Event
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Sun, May 19
Lincoln Country Club
60th Anniversary Party
Come celebrate our 60th Anniversary We invite you to come and bring your friends to the party! Heavy hors d’oeuvre’s, cake, gifts and games
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Tue, Mar 19
Lincoln Country Club
2019 Outlook Workshop
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Thu, Dec 20
Leonard Wealth Management
Christian Ministry | Staff Volunteer Day
We will be out of the office from 11:00am - 3:00pm to help out at Christian Ministry.
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Mon, Dec 10
Leonard Wealth Management
Conference Call w/ Sterling Capital
Since times of volatility and fluctuation create an atmosphere of anxiety and concern, we here at Leonard Wealth Management want to be proactive to address some of these issues.
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312 E Water St.

Lincolnton, NC 28092

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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

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