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The Story
Of A Family Business

A Trusted Name In Wealth Management

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. Over the past 40 years, with a deep commitment to personalized service and passion for helping others achieve their goals, Leone & Company Wealth Management has earned our reputation as a trusted name in wealth management. 

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Leone 1980

1980

In 1980, Guy and Jill Leone embarked on an entrepreneurial journey, founding G. Leone CPA from the humble confines of their home’s laundry room. Armed with nothing more than a table, chair, and an unwavering commitment to excellence, they laid the foundation for what would become a trusted name in accounting, tax services, and retirement planning.

1988

Born in 1988, David Leone’s journey in wealth management began long before he officially joined the company. Raised within the walls of the family office, David absorbed the intricacies of the business from an early age. Under the guidance of Guy and Jill, he worked alongside his grandparents throughout his teenage years, gaining invaluable hands-on experience. This immersive upbringing instilled in David a deep understanding of the importance of client care and the art of building lasting relationships.

Leone 1988
Leone 1977

1997

In 1997, Guy Leone took a significant step in expanding the scope of his financial services. Recognizing the growing need for comprehensive financial guidance among his clients, Guy obtained his broker’s license. This strategic move allowed him to broaden the firm’s offerings to include retirement planning services. By integrating brokerage and retirement planning with the existing accounting and tax services, Guy transformed the business into a one-stop shop for financial well-being. This expansion not only met the evolving needs of his clients but also laid the groundwork for the holistic wealth management approach that Leone & Company is known for today.

2014

In 2014, David embarked on a journey that would significantly shape his approach to wealth management. Entering the financial services industry as a wholesaler, David gained invaluable exposure to a diverse array of wealth management practices across the country. Over the years, he collaborated with thousands of advisors, each with their unique strategies and client approaches. This extensive experience provided David with a rare, panoramic view of the industry, allowing him to observe firsthand what strategies worked best in various scenarios. By witnessing every type of wealth management practice, from boutique firms to large institutions, David developed a comprehensive understanding of industry best practices and innovative approaches. This wealth of knowledge would later prove instrumental in elevating Leone & Company’s services and tailoring them to meet the diverse needs of their clients.

Leone 2014
Leone 2021

2021

In 2021, after nearly four decades of dedicated service, Guy made the momentous decision to retire from the business he had nurtured from its humble beginnings. What had started in 1980 as a small operation in the family’s laundry room had blossomed beyond Guy’s wildest dreams. G. Leone CPA had grown into a respected accounting and wealth management firm, touching the lives of countless clients and becoming a cornerstone of financial guidance in the community. As Guy stepped back, he could reflect with pride on a legacy that had far surpassed his initial aspirations, leaving behind a legacy of service that will live on for generations to come.

2024

In 2024, inspired by the birth of his first child, David embraced a pivotal moment in his family’s legacy. Recognizing the evolving needs of clients and the changing landscape of financial services, David made the bold decision to rebrand the long-standing G. Leone CPA into Leone & Company Wealth Management. This transformation marked more than just a name change; it signified a renewed commitment to comprehensive wealth management services. Under David’s leadership, the firm expanded its vision, aiming to serve the community not just for years, but for generations to come. This rebranding reflected both a respect for the company’s rich history and an ambitious outlook towards its future, positioning Leone & Company Wealth Management as a forward-thinking partner in their clients’ long-term financial journeys.

Leone 2024

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.

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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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