Broker Check

Leone Wealth Management

100 Medway Road, Suite 202

Milford, MA 01757
(508) 478-7828

Financial Planning


  • Retirement Planning and Plans
    • Distribution / Income Planning
    • Traditional IRA
    • IRA Rollovers / Transfers
    • Roth IRA
    • Roth IRA Conversions 
    • SEP IRA
    • Simple IRA
    • 401(k) Plans and 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