Broker Check

Leone Wealth Management

100 Medway Road, Suite 202

Milford, MA 01757

Investment Planning


    • Common and Dividend Paying Stocks
    • Bonds and Bond Ladders
    • ETFs
    • Mutual Funds
      • Index and Institutional
    • College 529 Savings Plans 
    • Donor Advised Funds
    • REITs
      • Publicly Traded with Liquidity 
      • Delaware Statutory Trust (DST) - 1031 Exchanges
      • Limited Partnerships
      • Non-Traded REITSs
      • Qualified Opportunity Zones
    • Alternative Investments
      • Private Equity
      • Energy Offerings
    • Variable Annuities
    • Fixed Index Annuities