On Your Side of the Table
A True Fiduciary
As a client of LEO Wealth, you are at the heart of everything we do. Our fiduciary commitment to you signifies the highest level of care, trust, and responsibility in law and equity.
Our aim is simple: to be your trusted partner in comprehensive wealth management.
As your fiduciary, our commitment to your best interest is unwavering. Here’s what this means for you:
True Fiduciary
An independent company owned by employees, not a bank or product provider.
Transparent Fees
We are not tied to any platform, service, or product provider, which allows us to make decisions based on each client’s best interests.
Informed Recommendations
We pay for independent research from industry experts and do our own due diligence for all advice we give.
Personalized Strategies for a Clear Financial Future
At LEO Wealth, we don't use cookie cutter solutions and instead believe in the power of advice specific to you.
We tailor our services to your specific needs, offering a range of in-house support that spans strategic wealth management, investments, insurance, tax, estate, and retirement planning.
Transparency and Trust
Our independence is our strength.
Being employee-owned ensures that our focus is entirely on you and your financial success. We form long term partnerships with our clients, prioritizing transparency and fully disclosing costs.
Local Expertise,
Global Mindset
We have a deep understanding of both local and international wealth management issues.
Global citizens shouldn't need to spend time coordinating their advisors. That's our job. We think globally and work locally, so you can get back to what matters most.
Core Investment Principles
We believe that everyone’s portfolio strategy should be based on their own investment objectives, personal interests, and core values.
As a result, we do not have a “right” portfolio, but use a wide range of approaches to create personalized portfolios for each client.
The Future is Unknowable
Time in market leads to better results than timing the market. Chasing short-term “promises” of better returns from active fund managers only leads to long-term disappointment.
Evidence Over Hope
We believe in long-term strategic investing based on Nobel prize-winning academic research. Tilting portfolios towards empirically proven sources of higher expected returns results in better long-term results.
Our Offices
Florida
Suite 240
6501 Congress Avenue
Boca Raton, FL 33487
T+1 561 337 1344
New York
Suite 3504
45 Rockefeller Plaza
New York, NY 10111
T+1 646 876 8500
Matthew
Allain
- Chief Executive Officer
Eric
Katz, CFP®, TEP
- Chief Strategy Officer
Jon
Rustin
- Chief Financial Officer
Michael
Bohlinger
- Managing Director
Ashley
Cabral
- Senior Wealth Associate
Christos
Charalambous, CFA
- Investment Director, Americas
Tali
Deutsch
- Senior Associate, Tax Operations
David
Donato
- Managing Director, Insurance Solutions
Kenneth
Dugan, CFP®
- Managing Director
Charlie
Duryee, CFP®
- Director, Wealth
Erica M.
Espinal
- Managing Director, Tax
Stephanie
Farese
- Senior Wealth Associate
Helen
Fung
- Associate Director
Matthew
Allain
- Chief Executive Officer
Michael
Bohlinger
- Managing Director
Ashley
Cabral
- Senior Wealth Associate
Christos
Charalambous, CFA
- Investment Director, Americas
Tali
Deutsch
- Senior Associate, Tax Operations
David
Donato
- Managing Director, Insurance Solutions
Kenneth
Dugan, CFP®
- Managing Director
Charlie
Duryee, CFP®
- Director, Wealth
Erica M.
Espinal
- Managing Director, Tax
Stephanie
Farese
- Senior Wealth Associate
Helen
Fung
- Associate Director
Ryan
Gaynor, CFP®
- Director, Wealth
Aleksey
Mironenko
- Global Head of Investment Solutions
Ashley
Cabral
- Senior Wealth Associate
Audrey
Strano
- Senior Associate, Finance & Operations
Charlie
Duryee, CFP®
- Director, Wealth
Christos
Charalambous, CFA
- Investment Director, Americas
Dan
Moore
- Managing Director, Insurance Solutions
David
Donato
- Managing Director, Insurance Solutions
Eric
Katz, CFP®, TEP
- Chief Strategy Officer
Erica M.
Espinal
- Managing Director, Tax
Harmen
Overdijk, CFA
- Chief Investment Officer
Helen
Fung
- Associate Director
Jennifer
Polanco
- Associate Director, Finance and Operations
Aleksey
Mironenko
- Global Head of Investment Solutions
Ashley
Cabral
- Senior Wealth Associate
Audrey
Strano
- Senior Associate, Finance & Operations
Charlie
Duryee, CFP®
- Director, Wealth
Christos
Charalambous, CFA
- Investment Director, Americas
Dan
Moore
- Managing Director, Insurance Solutions
David
Donato
- Managing Director, Insurance Solutions
Eric
Katz, CFP®, TEP
- Chief Strategy Officer
Erica M.
Espinal
- Managing Director, Tax
Harmen
Overdijk, CFA
- Chief Investment Officer
Helen
Fung
- Associate Director
Jennifer
Polanco
- Associate Director, Finance and Operations
Join the LEO Wealth Team
Our commitment to our clients starts with our team. As an independent fiduciary, our people are the core of everything we do.
Our Latest Insights in your Inbox
We write regular insights on global financial market, tax, and estate planning trends.
Please sign up and we’ll be sure to only send relevant insights your way.
By subscribing, you agree to our Privacy Policy.
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.
