Grinkmeyer and Leonard Wealth Management, was founded by Trent A. Grinkmeyer, CRPC® and Valerie R. Leonard, AIF® with a mission to provide expert advice and services to corporations and individuals. Our mission is to improve the quality of life for each of our clients by helping them make sense of our current financial world. Whether you're an individual looking for financial guidance or a retirement plan sponsor wanting to enhance your company's retirement plan, our strategic planning can help provide customized solutions for you.
Grinkmeyer and Leonard Wealth Management, chose to partner with Commonwealth Financial Network®, nine-time recipient of Investment Advisor magazine's prestigious Broker/Dealer of the Year award*. Unlike other broker/dealers, Commonwealth does not produce or market any proprietary investment products, nor do they impose any sales quotas on their affiliated representatives. They also provide account support, cutting-edge technology, recordkeeping, compliance oversight, and research tools. This alliance ensures clients receive the most appropriate products for their needs as well as the financial confidence that those needs are the motivating force behind their advisor's recommendations.
Our Key Drivers for Success: - Passion - Our firm was founded with a vision to offer high-quality consulting services independent of the product or service provider.
- Protection - Our services and solutions can help protect plan fiduciaries from personal and corporate financial loss and can help individuals reduce risk and enhance investment opportunities.
- Performance - Everything we do is focued toward improving the financial outcomes of our clients.
*Commonwealth was named the top broker/dealer in its division in 1991, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This award is based on financial advisors rating their own broker/dealers for service.
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