Tom Leinwol, CRPC™

I’ve spent more than 35 years in the financial services industry, but what I’ve come to value most about this business is the opportunity to help people make thoughtful decisions about their financial lives.

I began my career on the corporate side of the industry, working with organizations including John Hancock Financial, Dreyfus Funds, and Morgan Stanley. In 2009, I made the decision to work directly with individuals and families because I believed I could have a greater impact helping people navigate the financial decisions that matter to them.

Today, as a Founding Partner and Registered Principal at Upward Wealth Group, my focus is on comprehensive wealth management, goal-based investment strategies, and the ongoing management of client portfolios.

I believe good financial planning starts with listening. Every client has different goals, concerns, priorities, and experiences with money. My job is to understand those things first and then help develop a strategy designed around the life they’re trying to build—not fit them into a predetermined solution.

I graduated summa cum laude from Palm Beach Atlantic University and live in Winter Garden with my wife, Gina. Giving back to my community is important to me, and I’m an active member of Rotary and involved in a number of civic and charitable organizations.

When I’m not working, you’ll often find me camping, hiking, or spending time in the Great Smoky Mountains.

After more than three decades in this profession, I still believe the most important part of wealth management isn’t simply managing investments. It’s building relationships, helping people make informed decisions, and giving them greater confidence about where they’re headed.

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