Broker Check

Leone Wealth Management

409 Fortune Boulevard

Milford, MA 01757-1741

Mission Statement

At our firm, we have the client in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

What Can We Do For You?

Leone Wealth Management LLC specializes in all aspects of retirement planning. Our holistic approach to planning helps design a tailored portfolio suited to your current financial situation. As part of our regular monitoring we discuss adjusting the plan as needed to incorporate any changes or additional needs as they arise.

Below is a listing of some items to discuss:

       Creating a Retirement Vision

       Accumulation and Distribution of Assets

       Tax Efficient Accumulation and Distribution of Assets

       Review of Beneficiary Designations

       Asset and Income Protection

       Review of Existing Life Insurance Policies

       Special Situations

       Income Taxes

       Pension and Social Security Income

       Real Estate and Rental Income

       Business Interests

       Estate and Legacy Planning