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Leone Wealth Management

100 Medway Road, Suite 202

Milford, MA 01757

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 Tax Smart Investing

       Pension and Social Security Income

       Real Estate and Rental Income

       Business Interests

       Estate and Legacy Planning