Leonard Hill, CFP®
My Mission Statement
My Story and Services
By combining strategic planning, structured processes, and the collaborative capabilities of our team, I aim to instill confidence in my clients as they work toward their financial goals and leave their desired legacies.
My clients come from a wide range of backgrounds, including business owners, professional investors, entrepreneurs, and executives. Others have built their wealth through years of consistent saving. Regardless of their journey, I take pride in being a trusted resource they can depend on.
Outside of work, I serve on the boards of two organizations—one tied to my university alma mater and another focused on developing a performing arts center in Bellevue. I reside in North Bend, WA and spend most of my time with my wife and young son. When I can find the time, you can typically find me on a golf course or hosting friends and family.
NMLS#: 2228405
Our Clients
With greater wealth comes greater complexity. Our team is specifically designed to support successful individuals who have accumulated a significant amount of wealth. Our typical client needs more sophisticated solutions, security, and first-class service.
Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.
Individuals in Financial Transition
We strive to successfully lead our clients to transition smoothly through major life changes. We are loyal advocates and experienced wealth managers who do our best work during periods of change.
The complexity of a transitional event does not hinder our work; it actually drives us to uncover important issues as we create a holistic solution specific to your financial needs. With change comes opportunity, and indecision can be expensive. An informed decision is crucial. Whether you are selling a business, changing careers, or newly single, we will make sure you are effectively positioned to move forward with clarity and confidence.
International Clients
Morgan Stanley International Wealth Management (IWM) is the choice of exceptionally accomplished, globally minded Advisors. We focus on HNW/UHNW families, individuals and foundations located outside of United States. We provide the robust support, expansive platforms and specialized resources you need to help highly sophisticated families across the globe address the complex, multifaceted challenges of managing generational wealth.
International Wealth Management was founded on the promise of doing first-class business in a first-class way. We remain proud of our value proposition and are deeply committed to delivering a comprehensive wealth management offering to our clients.
Multigenerational Families
At The Paclantic Group, multi-generational wealth planning is integral to our practice.
Our financial planning process for multi-generational families is a rigorous analysis of your lifestyle, tax obligations, future gifting plans and portfolio objectives. This analysis drives our strategy as it pertains to financial and estate planning for wealth preservation, tax optimization, asset allocation and investment decisions. Throughout the entirety of the relationship, we can work closely with your attorneys and accountants.
Corporate Stock Plans, Entrepreneurs, Executives & Business Owners
We work with a select clientele of highly affluent professionals and entrepreneurs, helping them to create a comprehensive wealth management plan based on the goals they have for their businesses. We are uniquely positioned to work with corporate stock plan directors and individuals with concentrated stock positions.
Client Service Team
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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