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Home
About Us
What We Do
Our Insights
Client Events
Educational Events
Client TIPS Center
Contact Us

Locations:

720 State St Saint Joseph, MI 49085
180 Swinderman Road Suite 400 Wexford, PA 15090

Privacy Policy

Part 2A of Form ADV - Leonard Advisory Group, LLC

Part 2B of Form ADV - Peter Belcastro

Part 2B of Form ADV - Angela Ferrante

Part 2B of Form ADV - Joshua Leonard

ADV

Investment Advisory Services are offered through Leonard Advisory Group, LLC (“Leonard Advisory Group”), a registered investment adviser. Insurance products and services are offered and sold through Protect with Intent, LLC, an insurance agency. Insurance products may be offered and sold by individually licensed and appointed agents of Protect with Intent, LLC.

There are no warranties implied.

Leonard Advisory Group, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The information on this website is limited to the dissemination of general information about Leonard Advisory Group’s advisory services, along with access to additional investment-related resources, publications, and links.

This website should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities or to render personalized investment advice for compensation. Any follow-up or individualized communication from Leonard Advisory Group will be conducted by an investment adviser representative who is properly registered, licensed, or exempt from registration in the state where the prospective client resides.

A current copy of Leonard Advisory Group’s written disclosure brochure — which includes information about our business operations, services, and fees — is available upon request or at the SEC’s Investment Adviser Public Disclosure website: www.adviserinfo.sec.gov.

Leonard Advisory Group, LLC does not guarantee the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party and assumes no liability for such content. Any third-party information or links are provided solely for convenience and informational purposes.

The information contained on this website is provided for informational and educational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including the possible loss of principal. No investment strategy can guarantee profit or protect against loss in periods of market decline. Always consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this website.

Insurance products and services are offered exclusively through Protect with Intent, LLC, an insurance agency. Insurance products may be offered and sold only by individually licensed and appointed agents.

Any references to protection benefits, lifetime income, or reliability relate solely to fixed insurance products, not to securities or investment advisory accounts. Annuity guarantees are backed exclusively by the financial strength and claims-paying ability of the issuing insurance company.

Annuities are insurance products and may be subject to fees, charges, and surrender periods that vary by carrier and product. Annuities are not FDIC insured, not bank guaranteed, and not insured by any federal government agency.

Information or opinions provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Such material is provided solely for informational purposes and should not be relied upon as the sole basis for any financial decision. Any product, strategy, or concept referenced may not be suitable for all investors and should be evaluated in light of an individual’s specific financial situation and objectives.

Investment advisory services are offered through Leonard Advisory Group, LLC (“Leonard Advisory Group”), an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or training or constitute an endorsement by the SEC.

Leonard Advisory Group may conduct investment advisory business only in jurisdictions where it is appropriately notice filed or otherwise qualifies for an exemption or exclusion from applicable notice-filing or registration requirements. SEC-registered investment advisers may be required to make notice filings with state securities authorities in jurisdictions where they conduct business.

Insurance products and services are offered through Protect with Intent, LLC, an affiliated insurance agency, by appropriately licensed and appointed insurance agents. Leonard Advisory Group, LLC and Protect with Intent, LLC are affiliated companies. Investment advisory services and insurance products are separate services and are subject to different laws, regulations, terms, risks, and compensation arrangements.

The information provided on this website is for general informational and educational purposes only. Nothing on this website should be construed as individualized investment, tax, or legal advice, or as a recommendation to buy, sell, or hold any security or other financial product. Investment advice is provided only within the scope of an advisory relationship with Leonard Advisory Group and based upon a client’s individual circumstances.

Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against all losses. Past performance, where presented, is not a guarantee of future results. Any investment, financial planning, tax-planning, or insurance strategy should be evaluated in light of an individual’s specific circumstances, objectives, and risk tolerance.

Fixed insurance and annuity products may include guarantees, protection benefits, or lifetime-income features. Any such guarantees are subject to the terms of the applicable insurance contract and the financial strength and claims-paying ability of the issuing insurance company. They are not FDIC insured, are not bank guaranteed, and are not insured by any federal government agency.

Leonard Advisory Group may provide information, commentary, publications, or links from unaffiliated third parties. Such information is obtained from sources believed to be reliable, but Leonard Advisory Group does not guarantee its accuracy, completeness, or timeliness. Third-party information and links are provided for informational convenience and should not be relied upon as the sole basis for any financial decision.

For additional information about Leonard Advisory Group, including its services, fees, business practices, and conflicts of interest, please review the firm’s Form ADV Part 2A and Form CRS, available through Leonard Advisory Group and the SEC’s Investment Adviser Public Disclosure website at AdviserInfo.sec.gov.