At Leonardi Family Wealthcare, family always comes first. As a CFP® with 30+ years of experience, I help families in Connecticut and nationwide build proactive retirement plans, so they can minimize tax traps, ensure savings endure long lifespans, and secure a lasting legacy for heirs.

We partner with individuals, families, and multi-generational family businesses to create thoughtful, tax-efficient strategies that reflect your values and priorities. Whether you're preserving traditions through estate optimization or protecting assets for future generations, our collaborative approach delivers clarity, confidence, and a roadmap tailored to your unique goals.