Broker Check

Leone Wealth Management

409 Fortune Boulevard

Milford, MA 01757-1741

Planning and Products

Financial Planning

  • Retirement Plans
    • Distribution / Income Planning
    • Traditional IRA
    • IRA Rollovers / Transfers
    • Roth IRA
    • Roth IRA Conversions 
    • SEP IRA
    • Simple IRA
    • 401(k) Plans
    • Profit Sharing Plans
    • Cash Balance Pension Plans
    • 403(b) Plans
  • Tax Efficient Accumulation and Distribution of Assets
  • Separately Managed Accounts by Investment Objective
  • Environmental, Social, and Governance Investing
  • Strategies for Concentrated Stock Positions
  • Risk Adjusted Returns

Investments

  • Government Securities
  • Corporate Bonds 
  • Tax Exempt Municipal Bonds
  • Bond Ladders
  • College 529 Savings Plans
  • Common Stock
  • Dividend Paying Stocks
  • Donor Advised Funds
  • ETFs
  • Mutual Funds
  • REITs
  • Alternative Investments
  • Variable Annuities
  • Fixed Index Annuities
  • Fixed Annuities

Insurance

  • Life Insurance
    • Term 
      • 10 to 30 Years
    • Permanent
      • Whole Life
      • Guaranteed Universal Life
      • Variable Life
      • Survivorship Life
  • Long Term Care
    • Traditional Policies
    • Hybrid Policies
      • Cash Value and Death Benefit  
    • At Home
    • Assisted Living
    • Nursing Home
  • Disability Income