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Leone Wealth Management

409 Fortune Boulevard

Milford, MA 01757-1741

Who Is Avantax?

Financial Services Reinvented – Serving Advisors Who Serve You
Since its inception in 1983, Avantax Investment ServicesSM has supported an independent network of tax and non-tax professionals who provide comprehensive wealth management including securities, insurance, money management services, retirement planning, and estate planning. We have over 3,500 independent contractors, who manage over $70 billion in assets for individuals, families and small businesses in all 50 states and rank as one of the top 15 independent broker-dealer firms by annual revenue and assets under management as of December, 2019.

Independence You Can Count On 
Avantax Advisors are independent, which allows them to objectively choose the best solutions for individuals based on a wide array of options. But independence isn’t about standing alone. It’s about partnering to harness the resources and support that enable Advisors to take the steps that are right for their clients and their business. That’s why a growing number of Advisors rely on the strength and leadership Avantax provides to help them serve a broader range of client needs.

The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from Avantax.

35 Years and Growing
Where we’ve been
At Avantax, helping today’s investors obtain the objective financial advice they seek from trusted financial and tax professionals continues to be the heart of what we do - our mission. We are proud to celebrate more than 35 years of helping Advisors and their clients pursue a comprehensive approach to financial well-being.

Where we’re going
Today, Avantax supports a growing independent network of financial advisors who are also accounting and tax professionals that provide financial solutions to a broad range of individual and corporate clients through the various subsidiaries of Avantax. These can include mutual funds, individual securities, insurance, money management services, estate planning, retirement planning, and banking solutions.

A Partnership That Benefits You
Avantax focuses on making it easy for Advisors to develop strategies for your unique financial goals and provide you with the information and resources to invest intelligently. Our Advisors are provided access to the unparalleled products, services, technology, and support required to serve your needs.