Leone & Company
Prosperity with Purpose
Trust, Transparency, And The Highest Standard of Service
At Leone & Company Wealth Management, we offer tailored wealth management services designed to meet your specific needs and aspirations. Whether you’re planning for retirement or seeking to grow your wealth, we are here to provide expert guidance and advice.
Founded in 1980 by Guy and Jill Leone, G. Leone CPA began as a humble operation that started in a laundry room with just a table and telephone. With a deep commitment to personalized service and passion for helping others achieve their goals, the company quickly grew. Guy Leone became a trusted name for both tax services and wealth management within the community.
Today, as the third generation to lead our family business, we honor our roots while embracing our future as we are proud to introduce, Leone & Company Wealth Management. A full service, wealth management firm, with a history that is built on integrity, hard work and an unwavering dedication to our clients. From the beginning, we’ve believed that every financial journey is unique and we make it our goal to guide you every step of the way.
As we continue our legacy, we remain committed to the values that have sustained our family’s business for over four decades; trust, transparency and the highest standard of service. We look forward to helping you build and protect your wealth for generations to come.
David Leone, CFP®, CIMA®
With over a decade of experience in the financial services industry, David is passionate about helping clients navigate their financial futures with confidence. As a CERTIFIED FINANCIAL PLANNER® practitioner, David brings a wealth of knowledge and expertise to every client relationship, ensuring that each plan is tailored to meet individual goals and needs.
David’s career in financial planning has been driven by a commitment to building long-term relationships based on trust, transparency and a deep understanding of each client’s unique situation. Whether its retirement planning, investment management or comprehensive financial advice, he is dedicated to providing the highest level of service.
Outside of the office, family continues to be at the heart of everything for David, as he cherishes being a husband, father and dog dad.
Certifications That Matter
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.
Lisa Leone
Lisa Leone is the Client Service Director at Leone and Company Wealth Management. With a background as a dedicated educator, Lisa brings her exceptional communication and organizational skills to the firm, ensuring that clients receive top-tier service and personalized attention. Her experience in teaching has honed her ability to simplify complex information and build strong relationships, making her an invaluable asset to the team’s client-centered approach
Lisa has a passion for helping others, which can be rooted back to her family history of dedicating their lives to public service as firefighters. It is from their sacrifice and service that Lisa learned the importance of community and giving back to others.
Our Team
In addition to our internal team, Leone & Company relies on the Forefront Advisor Network (FAN) team to efficiently and effectively serve our clients.
