Leone Wealth Management
100 Medway Road, Suite 202
• Common and Dividend Paying Stocks
• Bonds and Bond Ladders
• ETFs
• Mutual Funds
• Index and Institutional
• College 529 Savings Plans
• Donor Advised Funds
• Variable / Fixed Index Annuities
• REITs
• Publicly Traded with Liquidity
• Delaware Statutory Trust (DST) - 1031 Exchanges
• Limited Partnerships
• Qualified Opportunity Zones
• Alternative Investments
• Private Equity
• Energy Offerings