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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

America

Dallas Fort Worth

Suite 402

860 Airport Freeway

Hurst, TX 76054

United States

New Jersey

Suite 209
100 Wood Ave South
Iselin, NJ 08830
United States

New York

Suite 3504
45 Rockefeller Plaza
New York, NY 10111
United States

T+1 646 876 8500

Asia

Hong Kong

8F On Building
162 Queen’s Road Central
Central, Hong Kong

Japan

Level 20
Marunouchi Trust Tower-Main
1-8-3 Marunouchi

Chiyoda-ku, Tokyo, Japan 100-8283

Singapore

1 Raffles Quay
#09-05 North Tower
Singapore 048583

Meet Our Team

Kanako

Akiyama

  • LinkedIn

Matthew

Allain

  • LinkedIn

Lindsey

Anderson

  • LinkedIn

Jonathan

Berry

  • LinkedIn

Michael

Bohlinger

  • LinkedIn

Ashley

Cabral

  • LinkedIn

Christos

Charalambous, CFA

  • LinkedIn

Ham

Cheong

  • LinkedIn

Athena

Cheuk

  • LinkedIn

Stephanie

Clasper

  • LinkedIn

Jessica

Cutrera, TEP

  • LinkedIn

Tali

Deutsch

  • LinkedIn

Kanako

Akiyama

  • LinkedIn

Matthew

Allain

  • LinkedIn

Lindsey

Anderson

  • LinkedIn

Jonathan

Berry

  • LinkedIn

Michael

Bohlinger

  • LinkedIn

Ashley

Cabral

  • LinkedIn

Christos

Charalambous, CFA

  • LinkedIn

Ham

Cheong

  • LinkedIn

Athena

Cheuk

  • LinkedIn

Stephanie

Clasper

  • LinkedIn

Jessica

Cutrera, TEP

  • LinkedIn

Tali

Deutsch

  • LinkedIn

Meet Our Team

Kanako

Akiyama

  • LinkedIn

Matthew

Allain

  • LinkedIn

Lindsey

Anderson

  • LinkedIn

Jonathan

Berry

  • LinkedIn

Michael

Bohlinger

  • LinkedIn

Ashley

Cabral

  • LinkedIn

Christos

Charalambous, CFA

  • LinkedIn

Ham

Cheong

  • LinkedIn

Athena

Cheuk

  • LinkedIn

Stephanie

Clasper

  • LinkedIn

Jessica

Cutrera, TEP

  • LinkedIn

Tali

Deutsch

  • LinkedIn

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.

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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