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INDIVIDUAL INVESTORS | Our Services


The Wealth Advisors of Grinkmeyer and Leonard Wealth Management offer access to personal Investment and Wealth Management services to clients throughout the southeastern United States.  Whether you're looking for someone to help you manage your hard-earned investment assets, or need some advice on planning for retirement, effectively establishing an estate plan, protecting the wealth you've accumulated, creating tax strategies, or managing your small business, Grinkmeyer and Leonard Wealth Management is ready to serve you.

At Grinkmeyer and Leonard Wealth Management, we view our clients as part of our extended family. Because our clients are so special to us, building long-term relationships is our priority. We are dedicated to guiding and sustaining our clients' financial direction. By working together, we carefully chart a course to pursue financial success.

We begin the journey by taking the time to listen and to understand each of our client's needs and goals. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping him or her accomplish those goals. Accordingly, our approach is to pursue an in-depth understanding of our clients' financial situation and the personal values they hold as they relate to their investment plan. This approach allows us to forge a strong partnership and to assist them as we strive to turn their dreams into reality.


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This communication is strictly intended for individuals residing in the states of
AL,CA,CO,FL,GA,IN,LA,MD,NV,NY,OH,OK,PA,SC,TN,TX.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
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