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Popular pages
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Team - Wealth Planning and Design
We are a team of experienced professionals. We know our clients by name, and work hard to ensure their confidence in their financial life. Leonard Leetzow, Jr. CEO - Advisor Len began his career in fi...
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Schedule a Meeting - Wealth Planning and Design
Reach out to us and join our family .... We first get to know you and discuss what is most important to you and your family. Then, we allocate your money into various strategies designed to help you p...
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Circle of Wealth - Wealth Planning and Design
Welcome to our Circle of Wealth video series Your circle of Wealth is larger than some folks, some larger than yours but there is one thing we all have in common and that is we want our Circle of Weal...
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Contact Us - Wealth Planning and Design
We are responsive to you .... With our convenient location in Lakewood Ranch, we are never to far away. We prefer face-to-face conversations so we can gain your trust, but also embrace virtual meeting...
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Privacy Policy - Wealth Planning and Design
This privacy policy will explain how our organization uses the personal data we collect from you when you use our website. Topics: What data do we collect?How do we collect your data?How will we use y...
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Wealth Planning and Design – helping families grow and develop one generation at a time.
tax, legal, investment and cash-flow. Our Story Over 100 years of service you can trust. Wealth Planning and Design is a family office financial planning firm. Taxes, estate planning, risk, and invest...