Venice, Florida Office

Team Mission Statement

Our commitment is to help you work towards achieving all your financial goals and to provide you with a secure retirement. At Wealth Investment Solutions LLC., our motto is: Protecting Your Wealth and Retirement Dreams. We have a commitment to excellence in everything we do, and our main focus is making sure we live by our motto each and every day. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.

Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous insurance products and investment strategies that are designed to protect the client’s desired lifestyle during retirement.

Contact Us

871 Venetia Bay Blvd Suite 222
Venice , Florida 34285
Phone: 941-234-2844

Our Team

  • David Leonhard
    David Leonhard
    Executive Director & Wealth Strategist

Want to Attend a Seminar?

We offer seminars in both small and large group settings. Please call 941-234-2844 for available dates and locations near you.

Accelerated Wealth Advisors Financial Strategies
Accelerated Wealth Advisors, Financial, Investments, Personal Wealth
Accelerated Wealth Advisors, Financial, Investments, Personal Wealth

Our Services

David Leonhard
Executive Director & Wealth Strategist

Voted “Financial Planner of the Year” in the Reader’s Choice Award for Venice, Florida. David Leonhard brings his clients over 23 years of financial experience. During his career, David has served hundreds of clients from Florida to California.

He works closely with retirees and pre-retirees to create a sound and secure financial plan through conservative income strategies that provide the guarantees needed for future income.

During these uncertain financial times, it is critical to have honest answers and a secure time tested plan that is not driven by the ups and downs of a volatile market.

David is active in his church, community service and various charitable outreaches. His strong moral and ethical standards, combined with his open-door policy, create a transparency that is refreshing in this industry.

The primary focus is and always will be, “Financial Peace of Mind” to all of his clients. David provides free educational workshops and offers speaking engagements available to both clients and local civic organizations on a variety of retirement planning topics.