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.

Insurance

Leo Wealth

Leo Wealth's headquarters in New York, NY, United States

Matthew Allain

Jessica Cutrera

Travis Crowell

Todd Pallett

Ray Pinson

Michael Bohlinger

David Donato

Bill Schultz

Jon Rustin

Kevin Roche

Leadership Team

Operations Team

Investment Management Team

Tax Team

Leo Wealth

Org chart

Teams

Leadership Team

Operations Team

Investment Management Team

Tax Team

Offices

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