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Successful Journeys
Are Seldom Made Alone

Generational Expertise

We are the result of our heritage and experience.  Asset protection is in our bloodline.  Leone and Company Wealth Management began three generations ago and extends our promise to profitably protect our clients’ assets for the benefit of their progeny and beyond.    

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Financial Planning

Our seasoned team combines decades of experience with a fresh, client-first approach. We believe in educating our clients, demystifying financial concepts, and providing honest, unbiased advice. By aligning our success with yours, we ensure that every recommendation we make is in your best interest. At Leone and Company, we’re not just planning for your future; we’re partnering with you to build a legacy of financial strength and security.

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Asset Management

Our asset management philosophy is built on a foundation of clarity, customization, and continuous communication. We don’t just shuffle your assets around; we craft a bespoke strategy that aligns with your risk tolerance, life stage, and long-term aspirations. Our team leverages cutting-edge analytics and years of market insight to navigate the financial landscape, always with your best interests as our compass.

Fierce Protection For Your Assets

Prosperity With Purpose

Young Professionals

Planning for early success can yield tremendous benefits over the course of your career. We collaborate with you to balance your current lifestyle with your future goals for yourself and your family.

Business Owners

For business owners, Financial Planning provides a roadmap for both personal and company success creating strategies for sustainable profitability.  We work with you to stabilize growth in opportunity.

Pre-Retirees & Retirees

The fruits of your labor should last you a lifetime.  Effective, creative planning can ensure a profitable transition into your retirement, with lasting benefits for you and your family to enjoy for generations.

David Leone

David Leone, CFP®, CIMA®

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

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Discovery

Similar to a medical checkup, we’ll take your financial vitals and get the backstory on your financial history, goals, risk tolerance, debt responsibilities, spending needs, and other items needed for comprehensive planning. 

Planning

With a comprehensive understanding of your current financial landscape and attention to your future dreams, we design a holistic strategy to get you there.  We leverage our experience and analytics technology to architect your goal.

Implementation

Execution is one of our stong suits.  With a solid plan in place, we monitor, adjust, and optimize historical data with emerging patterns to meet or exceed our initial projections.

Continuity

Our relationship truly begins once your plan is in place.  With regularly scheduled updates, conversations, and suggestions, we collaborate with you to expand on your success into the future. 

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Financial Strength Isn’t Born From Chance, But From The Courage To Plan And The Wisdom To Adapt

“We don’t just manage wealth – we nurture dreams, secure futures, and build legacies. Your financial success is our life’s work.”- David Leone

Advisory services are offered through Leone and Company Wealth Management LLC, a DBA of Forefront Advisor Network. Securities are offered through Calton & Associates, Inc., member FINRA and SIPC. Forefront Advisor Network and Leone & Company Wealth Management LLC are not owned or controlled by Calton & Associates, Inc.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Forefront Wealth Partners, LLC (“FWP”) is an investment adviser registered with the U.S. Securities and Exchange Commission. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at (512) 617-1984 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from FWP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochures, Form ADV Part 2 and Form ADV Part 3, are available for your review upon request, and on our website, https://forefrontwealthpartners.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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