Leone Wealth Management

Welcome to Leone Wealth Management, your trusted partner for comprehensive financial planning and wealth management services. Located in Milford, MA, our team of dedicated professionals is committed to helping you navigate the complexities of financial planning and investment management.

Our business is built on a foundation of thoughtful client relationships. We believe that understanding our clients' unique needs, goals, and values is essential to providing customized financial strategies that help them build and preserve wealth for the future. As a client of Leone Wealth Management, you'll benefit from our:

• Independent, objective advice
• Extensive industry experience and knowledge
• Commitment to ongoing education and professional development
• Collaborative approach to financial planning
• Dedication to providing exceptional client service

At Leone Wealth Management, we understand that every client is unique. That's why we take a personalized approach to financial planning, tailoring our strategies to each individual's needs and goals. We believe that successful financial planning is a collaborative process, and we work closely with our clients to ensure that they understand their options, risks, and potential rewards.

Our Services

Our comprehensive suite of financial planning and wealth management services includes:

• Financial Planning: We work with our clients to develop a customized financial plan that takes into account their short- and long-term goals, risk tolerance, and investment objectives. Our financial planning services include retirement planning, estate planning, education funding, and cash flow management.
• Investment Planning: Our investment planning services are designed to help our clients build and preserve wealth by developing a customized investment strategy that aligns with their goals and risk tolerance. We offer a range of investment solutions, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments.
• Insurance: We offer a variety of insurance solutions to help our clients protect their assets and manage risk. Our insurance offerings include life insurance, disability insurance, long-term care insurance, and property and casualty insurance.
• Portfolio Management: Our portfolio management services are designed to help our clients achieve their investment goals by providing ongoing management and oversight of their investment portfolios. We use a disciplined investment approach that is tailored to each client's unique needs and objectives.

At Leone Wealth Management, we are committed to helping our clients build and preserve wealth for the future. We believe that financial planning is a lifelong process, and we work closely with our clients to ensure that their financial plans evolve and adapt to changing circumstances and goals.

Thank you for considering Leone Wealth Management for your financial planning and wealth management needs. We look forward to the opportunity to work with you.