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.
5 out of 5 Stars
Jump to Reviews 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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Honest, Patient and Knowledgeable
✅ Wealthtender Certified Advisor Review™
Jun 25, 2025
Tom has been handling my retirement accounts for about 15 years now. I don't consider myself an expert so that is why I started working with Tom. He has been honest with me from the beginning and very patient. He is available when I have questions and will sit with me until I am comfortable in our mutual strategy. I would highly recommend Tom as a qualified and trustworthy financial planner.
Relationship to Financial Advisor: Client as of Jun 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tom and his team at Upward Wealth Group are amazing
✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
I’ve known Tom for many years as well as Collin who works on his team. They are professional, knowledgeable, and friendly. They can answer the easy financial questions as well as as the more difficult. If you’re in need of a financial advisor, this is your team.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Friendly, Honest, Available, Insightful, Godly
✅ Wealthtender Certified Advisor Review™
Jun 10, 2025
I have known Tom for almost 20 years and have had him as my Financial Planner for at least 18 of those years. In our originally financial planning meeting, he asked me a few questions and then on our next meeting he had a financial plan for me and my family. I didn't think much of the plan at the time because the goals that Tom had come up with seemed out of my reach, but I told him I would do whatever he suggested. Well, he was completely on target. As of my 62nd Birthday I was able to walk away from my job if I wanted to. The Feeling of knowing Financial Security isn't something I could have described in the past, but it is a GOOD feeling. I owe all this to Mr. Leinwol although he would say that I did all the work.
Relationship to Financial Advisor: Client as of Jun 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tom is about his clients, not himself
✅ Wealthtender Certified Advisor Review™
Jun 10, 2025
I love that Tom is patient knowledge and has myself and my families needs in mind when giving professional advice. I highly recommend and encourage working with Tom!
Relationship to Financial Advisor: Client as of Jun 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent and Personalized Financial Service
✅ Wealthtender Certified Advisor Review™
May 6, 2025
Tom is an honest, trustworthy and reliable Financial Advisor. He always makes himself available for any questions and concerns. Tom is very knowledgeable and cares deeply to do the best for you and your family.
Relationship to Financial Advisor: Client as of May 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable, Trustworthy & Personable
✅ Wealthtender Certified Advisor Review™
Apr 30, 2025
My holdings were originally with RBC. And before that, Raymond James. After my meeting with Thomas Leinwol, and his associates, it was a clear, concise decision to move all my assets to his care. Thomas allowed me to share my personal history, and thoughts about my investments. He took the time to explain the process in which he incorporates. I appreciate the personal interaction and availability he allows. There’s never a time I’m unable to speak with him directly! That is something I’ve never experienced with any other financial advisor. Knowledgeable, trustworthy and personable, I feel secure for my financial future with Thomas at the helm!
Relationship to Financial Advisor: Client as of Apr 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
YOU CAN TRUST TOM!
✅ Wealthtender Certified Advisor Review™
Apr 30, 2025
I have known Tom for over 25 years. Our children were in the same church youth group and I instantly liked Tom and his family. I don't pretend to understand a lot of what Tom does to manage my finances which is WHY I have him do it!! I trust Tom entirely to give me his intelligent educated advise and to share his wisdom. When I reach out to Tom, mostly through a text first and then a phone call, I hear back from him quickly. In an anxious time, it is imperative to have someone like Tom to help you out. I would highly recommend Tom and his company to aid in the financial planning.
Relationship to Financial Advisor: Client as of Apr 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust Someone You KNOW Will be There for You
✅ Wealthtender Certified Advisor Review™
Apr 29, 2025
I have been investing with Tom for almost 20 years and wouldn't trust my money anywhere else. He has always had my best interests at heart, and has gone out of his way to be communicative and transparent in everything he has done. We work closely together to make sure that my investing goals and needs are met, while ensuring that I know my options.
Relationship to Financial Advisor: Client as of Apr 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Presient!
✅ Wealthtender Certified Advisor Review™
Apr 29, 2025
Tom continues to impress me with his knowledge, demeanor, and service-oriented style. In these times of economic uncertainty, he counsels with a firm understanding of my future needs. Can't say enough good things about him. Great guy!
Relationship to Financial Advisor: Client as of Apr 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Honest, hard working and always puts your best interests first
✅ Wealthtender Certified Advisor Review™
Apr 25, 2025
I have known Tom for about 20 years when we worked together in Financial Services sales and I have been his client since he started as a Financial Advisor in 2009. He is truly one of the most hard working and professional people my wife and I know. He makes very good and appropriate investments advice and we highly recommend him.
Relationship to Financial Advisor: Client as of Apr 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Perfect combination of Market knowledge and personalized strategy
✅ Wealthtender Certified Advisor Review™
Apr 24, 2025
Tom Leinwol has the perfect combination of market knowledge and a personalized strategy for us. We followed Tom from his previous place of employment and was 100% behind his move to create his own financial company. Always the voice of calm and reason, plus he never fails to pick up the lunch tab (lol) You can't go wrong hooking up with Thomas Leinwol
Relationship to Financial Advisor: Client as of Apr 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: I do occasionally treat Russel and his lovely wife Robin to lunch.
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