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


• 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