LEONARD WILLIAMSON

Throughout Leonard Williamson’s exceptional career, he has accumulated a wealth of knowledge and expertise in the financial services industry. His diverse and extensive experience includes work in insurance, financial advising and alternative investments. After several successful years working as a wholesaler, a personal encounter drastically altered his role in the financial services sector.

Leonard discovered that his very own father, after working non-stop for 50 years, could not retire. Facing this singular heartbreaking reality became a pivotal career-changing moment. Challenged and impassioned by this very personal connection to his father’s and every working American’s plight, Leonard has made it his mission to help individuals successfully navigate retirement planning.

Now, as a partner at Perch Wealth Management, Leonard leverages his extensive financial insight to provide his clients with highly personalized and effective wealth management strategies that position them for success throughout all the phases of their life in retirement.

Family is very important to Leonard, and he enjoys spending time with his wife Sara and their three dogs, Goose, Carlton and Apollo. During their free time, Sara and Leonard give back to a local charity (Loving Connections) that has impacted their lives in a positive way.

Business Philosophy

Leonard is steadfast in his dedication to his clients as is evident through his work with retirees and pre-retirees. This client-centric business approach allows him to utilize his financial and retirement planning know-how to offer solid financial solutions that grow and sustain wealth. Most importantly, he is laser focused on being there through every phase of wealth and retirement planning and implementation, so you can take your financial journey knowing you always have a trusted and reliable partner alongside you.

Leonard’s comprehensive retirement planning approach is rooted solely in each client’s unique financial goals, lifestyle preferences and time-horizon. He takes considerable time to complete an in-depth analysis of these factors and uses this information to craft a customized and flexible financial plan that addresses a range of matters including, but not limited to, spending needs, after-tax rate of investment returns, risk tolerance and estate planning <>.

Leonard has a deep understanding of the many facets and complexities of wealth and retirement income planning and aims to take you through the short-term tasks that lead you beyond those long-term milestones so that you can arrive at the financial independence you seek in retirement. Like you, he works tirelessly to ensure that your financial wealth can support and sustain the aspects of life that matter most to you.

  • Perch Wealth Management – Partner
  • Emerson Equity – Financial Advisor
  • Williamson Wealth Management – Managing Partner
  • Simplicity Financial Marketing – Business Coach for Financial Advisors
  • Cantor Fitzgerald – Assistant Vice President
  • Realty Capital Securities – Internal Wholesaler
  • ICS Integrated Card Services – Account Executive

  • BA, Political Science and Government (Summa Cum Laude) – Loyola Marymount University
  • FINRA Series 7, 65 and 63 Licenses
  • Fundamentals of Alternative Investments, CAIA Association

Providing unequivocal experience and service
in all aspects of real estate.

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