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.
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.
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, 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.
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.