Tom Leinwol, CRPC™
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Upward Wealth Group
Tom Leinwol, CRPC™
Windermere, FL
Serving Clients Nationwide
We strive to be our client’s most trusted partner.
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Advisor
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Tom Leinwol, CRPC™
Founding partner and registered principal at Upward Wealth Group, Tom Leinwol brings 34 years of experience to the firm. Entering the Financial Service industry on the corporate side, Tom has significant tenure with industry leaders such as John Hancock Financial, Dreyfus Funds and Morgan Stanley.Believing that he could have a greater impact within his community, Tom entered the client side of the business in 2009. His primary focus is on the development of comprehensive wealth management plans, the execution of goal-based investment strategies, and the ongoing management of client investment portfolios. These strategies are specifically tailored to the individual client’s unique needs.
A Summa Cum Laude graduate from Palm Beach Atlantic University he lives in Winter Garden, Florida with his wife Gina. Never shy about helping those in need, Tom is active in many civic and charitable endeavors. Tom and Gina have two daughters, Noelle who recently graduated NYU and Hope, who lives in Nashville, TN.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
9100 Conroy Windermere Rd, Suite 200, Windermere, FL 34786
Additional Locations
📍 2005 Vista Parkway, Suite 112, West Palm Beach, FL 33411
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to give us a call or complete the brief form to schedule a complimentary call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Upward Wealth Group
At Upward Wealth Group, we believe you deserve your own financial strategy.No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
Being fiduciaries requires us to always seek solutions that are in the “best interest” of each Upward Wealth Group client. We utilize a Consultative Approach with every client and with every solution we propose.
Our Mission
Founded as a client-centric firm. We strive to be our client’s most trusted partner and to seek opportunities to be active and impactful in our communities. Trust we earn by staying true to our fiduciary heritage and providing exceptional service.
Education
Palm Beach Atlantic University, Bachelor of Science (B.S.), Organizational Management
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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