Leonard C Wright, CPA, PFS, CFP®, CLU®, ChFC®

Wealth Management Advisor

Our business mission is working together to achieve financial success through understanding, education, and action.©


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Thank you for visiting our website! We appreciate the opportunity to make a difference in our clients' lives and our community. Please take your time to familiarize yourself with our team, services, and resources. If you would like to learn more about our services, our team is here to answer any questions.

 

Retirement Plan Specialist

As a Retirement Plan Specialist, Leonard works with business owners to ensure that their company's retirement plan matches the firm's unique corporate culture. Our team finds that retirement plans are more successful when payments to the program are structured in the company's best interest and the plan design is consistent with the firm's values. More importantly, our goal is to enhance outcomes by increasing plan participation rates and focusing on on-track for retirement metrics.

Employer Retirement Plans: Creating a Retirement-Ready Nation

Through Leonard's leadership at the California Society of Certified Public Accountants (CalCPA), he worked with the California Treasurer's office on the development of the California State IRA program.  Follow this link to read Leonard's article on CalSavers that was published in the California CPA magazine January / February 2019 edition!

Supporting our communities nationwide

On behalf of the American Institute of Certified Public Accountants (AICPA), Leonard has had many community involvements. He worked on a three person task force with the American Red Cross and National Endowment for Financial Education to highlight the importance of disaster planning in your community. Whether it is a weather emergency, natural disaster or personal crisis due to illness, unemployment or disability, most families will experience some form of disaster that leaves them wtih little or no time to think before making important decisions.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck