Leo Wealth

Leo Wealth

Financial Services

New York, NY 2,478 followers

Your Wealth. Our Responsibility.

About us

Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. Definitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company. Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.

Website
https://www.leowealth.com/
Industry
Financial Services
Company size
51-200 employees
Headquarters
New York, NY
Type
Privately Held
Founded
1994
Specialties
Wealth Management, Alternative Investments, Investments, Stocks & ETFs, US citizens abroad, Portfolio Management, Tax planning, Estate Planning, Cross Border Financial Planning, Asset Management, Legacy and Philanthropy, Family Office Services, and Financial Planning

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Employees at Leo Wealth

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