ABOUT THE AUTHOR
Scott Leonard, CFP, is the owner of Navigoe, Inc., Registered Investment Advisor (RIA) with offices in Nevada and California. He was the sole founder and owner of Leonard Wealth Management Inc., established in 1996, as an all-inclusive wealth management firm, which became Navigoe in 2013. Scott is a Certified Financial Planner (CFP®); in 2013. Scott was listed as among the five most influential Registered Investment Advisors for 2012.
Voices: Scott Leonard, on Using Dynasty Trusts The trusts are great for asset protection July 10, 2014 Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Scott Leonard is the founder of Navigoe LLC in Redondo Beach, Calif. Dynasty trusts were once a popular way for […]