"Having worked in the insurance and financial planning industry for the past 37 years, it was quite gratifying for me to be able to retire with a comfortable income due to the planning that was accomplished by Leroy Lopez and his staff at Wealth & Wisdom Partners."

Educational Resources

The Educational Resources referenced in this website and any links  provided throughout this website to articles, news, other websites and interactive resources are provided for your information and strictly as a courtesy. We do not control the information or content available in these Resources or at these websites and, therefore, make no representation as to the completeness or accuracy of the information provided, or its applicability to your personal circumstances. When you link to an  outside website, you are leaving this company’s Website and assume total responsiblity and risk for your use of the sites to which you are linking.


  • Your Circle of Wealth – Three Types of Money
  • Your Circle of Wealth – Retirement: Are You Ready
  • Your Circle of Wealth – Qualified Plans: What You Don’t Know May Be More Important
  • Your Circle of Wealth – 5 Minute Lesson on Life Insurance


  • LEAP: The Key to Financial Success – Robert Castiglione
  • Beyond Majority Thinking – Ronald P. Schutz
  • Becoming Your Own Banker – R. Nelson Nash
  • Learning to Avoid Unintended Consequences  – by Leonard Renier
  • Sudden Impact – by Leonard Renier
  • The Family Legacy – by Leonard Renier
  • The Defining Moment – by Leonard Renier