A richer life is about more than money.

It's about a more secure future.

We work tirelessly to ensure your family’s future is set and to empower you to dream about legacy and impact. As an independent advisor, we sit on your side of the table at all times.

What makes us different?

  • Independent Advice
  • Holistic, Personal Planning
  • Global Mindset
  • Long-Term Focus

Invested in Lives.

At LEO Wealth, we take pride in providing comprehensive services and holistic, trusted advice for every aspect of your financial life.

Our teams provide strategic tax planning and preparation, expert estate and cross-border support, investment and insurance support, as well as outsourced CFO, CIO, and operations services.

Wealth Management

Holistic support to grow and safeguard your wealth. Ongoing and relentless focus on reviewing account structures, legal protections, investment opportunities, and appropriate insurance.

Investments

Purpose-built strategies to align with your needs, values, and long-term objectives. Tailored and transparent portfolios that you can understand and stick with, regardless of market conditions.

Tax Planning & Preparation

Tax rules are constantly changing. Our in-house team ensures that your tax and estate strategies are fit for purpose, no matter where life takes you.

Insurance

Comprehensive risk management strategies designed to safeguard you and your family through times of transition and across generations.

Retirement Planning Services

Fiduciary guidance, investment & vendor monitoring, plan design, and employment engagement for retirement plan decision-makers.

Insights to Empower Your Financial Life

Explore the uncertain path to a soft economic landing and how AI, fiscal policies, and market trends impact your investments.
Explore the growth and strategic importance of Private Debt with $1.7 trillion in assets.
Explore the 2024 labor market outlook, including job openings, hiring trends, and economic forecasts.

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Frequently Asked Questions

Contact us for an initial conversation to determine if we are the right partner for you. If yes, it’ll be the start of a great joint effort to safeguard your wealth. If not, perhaps we’ll be able to point you in the right direction.

We built LEO Wealth to offer holistic wealth management advice. This includes investments, tax and estate, legal protections, insurance and anything else that touches your financial wellbeing.

Not everyone needs everything we have to offer. In those cases, the relevant team will work with you on your specific need and nothing else.

Please reach out so we can find out. Best case – yes, we have someone who can help. Worst case – we’ll point you in the right direction.

Our fees are always transparent and disclosed before any commitment is made. They can be structured as a percentage of assets, a project-based fee or a retainer for ongoing support, depending on your needs.

Frequently Asked Questions

Contact us for an initial conversation to determine if we are the right partner for you. If yes, it’ll be the start of a great joint effort to safeguard your wealth. If not, perhaps we’ll be able to point you in the right direction.

We built LEO Wealth to offer holistic wealth management advice. This includes investments, tax and estate, legal protections, insurance and anything else that touches your financial wellbeing.

Not everyone needs everything we have to offer. In those cases, the relevant team will work with you on your specific need and nothing else.

Please reach out so we can find out. Best case – yes, we have someone who can help. Worst case – we’ll point you in the right direction.

Our fees are always transparent and disclosed before any commitment is made. They can be structured as a percentage of assets, a project-based fee or a retainer for ongoing support, depending on your needs.

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