Grinkmeyer and Leonard Wealth Management is an independent investment consulting firm headquartered in Birmingham, Alabama.  Grinkmeyer and Leonard Wealth Management has distinguished itself throughout the southeastern United States for providing specialized expertise and services to defined contribution retirement plan sponsors while also offering wealth management and  investment consulting to private clients. Our Defined Contribution Consulting Services can help employers looking for efficient and effective solutions to minimize their fiduciary risk, enhance investment opportunities, improve the overall plan experience and, ultimately, maintain highly successful retirement plans.  From investment analysis and due diligence to employee communications and vendor fee benchmarking, our process-driven solutions seek to protect employers from corporate and personal financial liability and increase investment opportunities. For Individuals looking for independent investment advice and specialized financial guidance, Grinkmeyer and Leonard Wealth Management can help you carefully chart a course to pursue financial success.  We invite you to explore our website to learn more about our Investment and Wealth Management services and look forward to learning more about your specific needs.

Headlines & Recent Articles

Retirement Report - August 2010

408(b)(2) Regs Covered Fiduciary Summary ERISA section 406 protects plans by prohibiting certain transactions between a qualified plan and a party in interest. One such transaction is the furnishing of services by a party in interest. More>>

Q2 Market Summary: Momentum Shifts U.S. equity markets backed-off their heady advance by posting a negative 11.2 percent return for the second quarter of 2010 (DJW 5000). More>>

What Are the Prospects You Will Run Short of Money in Retirement? The 2010 Retirement Readiness Rating™ from the nonpartisan Employee Benefit Research Institute (EBRI) finds that well over a third (41 percent) of Americans in the lowest preretirement income level will be running short after 10 years in retirement. More>>

Communication Corner: 401(k) Basics This month's Communication Corner newsletter provides participants an overview of basic 401(k) terminology along with helpful tips they can apply. More>>

Retirement Report - July 2010

Consultant Commentary: Do Specialty Investments Belong in a 401(k) Plan?
A "specialty" investment is an investment that does not fall into a core asset class (e.g., those most often found in defined contribution plans). Some of the more common specialty investments are emerging markets, science and technology, precious metal and real estate investments. More>>

Now Offering Custom Target Date Model Solutions - Target Date Investments have been a hot topic over the past few years and we're pleased to offer custom target date model solutions to our clients.  More>>

Participants Optimistic About Recovery - According to a recent survey by Mass Mutual, participants have a renewed sense of confidence about the market.  More>>

The Six Categories of Fiduciaries - A plan may have one or more fidiuciaries and we've developed a simplified list, along with brief definitions, of each type.  More>>

Grinkmeyer and Leonard Wealth Management Recognized as one of Birmingham's Fastest Growing Companies - April 23, 2010

Thanks to our valued clients and hardworking staff, Grinkmeyer and Leonard Wealth Management recently earned the Birmingham Business Journal's prestigious Pacesetters Award.  Trent and Valerie would like to thank the many families and businesses who have allowed us to offer guidance and advice throughout the years.  Without you, our success would not be possible and we appreciate each and every one of you!

Trent Grinkmeyer Recognized as One of the "Top 300 Most Influential Advisors in Defined Contribution" - December 31, 2009

Trent Grinkmeyer of Grinkmeyer and Leonard Wealth Management was recently distinguished as one of the "300 Most Influential Advisors in Defined Contribution," based on peer recognition.  Prominent industry influencers 401kWire.com, 401kWireExchange, Inc. and The Boston Research Group sponsor the national ranking which is based on more than 75,000 votes cast by 401(k) industry insiders.  More>>