Leo Wealth

Leo Wealth

Financial-Services

New York, NY
United States
Company Tagline

Your Wealth. Our Responsibility.

Industry Category
Financial-Services
Company Description

Leo Wealth is a premier financial services firm dedicated to providing comprehensive wealth management solutions. With a commitment to excellence and a client-centric approach, Leo Wealth delivers tailored financial guidance across a broad spectrum of needs, including tax preparation, estate planning, investments, and insurance.

Operating from strategic locations, including its primary office at 45 Rockefeller Plaza, 2830, New York, NY 10111, US, Leo Wealth leverages a team of seasoned professionals to offer personalized solutions. Leo Wealth also has offices in 8F On Building, 162 Queen's Road Central, Hong Kong, HK; 840 Airport Fwy, 402, Hurst, Texas 76054, US; 100 Wood Ave S, Iselin, New Jersey 08830, US; and 1-8-3 Marunouchi, Chiyoda-ku, L20 Marunouchi Trust Tower-Main, Tokyo, JP. The firm prides itself on its independence, ensuring that advice is always aligned with the best interests of its clients.

At Leo Wealth, the focus is on building lasting relationships and providing trusted advice to help clients achieve their financial goals. The firm’s international expertise and personal commitment make Leo Wealth a valued partner for individuals and families seeking to navigate the complexities of wealth management. We invite the management team at Leo Wealth to enhance your company’s presence by creating a customized and exclusive company showcase and product listing on our platform.

Leo Wealth est une société de services financiers de premier plan dédiée à fournir des solutions complètes de gestion de patrimoine. Avec un engagement envers l'excellence et une approche centrée sur le client, Leo Wealth offre des conseils financiers personnalisés pour un large éventail de besoins, notamment la préparation fiscale, la planification successorale, les investissements et l'assurance.

Opérant depuis des emplacements stratégiques, y compris son bureau principal au 45 Rockefeller Plaza, 2830, New York, NY 10111, US, Leo Wealth s'appuie sur une équipe de professionnels chevronnés pour offrir des solutions personnalisées. Leo Wealth possède également des bureaux au 8F On Building, 162 Queen's Road Central, Hong Kong, HK ; 840 Airport Fwy, 402, Hurst, Texas 76054, US ; 100 Wood Ave S, Iselin, New Jersey 08830, US ; et 1-8-3 Marunouchi, Chiyoda-ku, L20 Marunouchi Trust Tower-Main, Tokyo, JP. La société est fière de son indépendance, garantissant que les conseils sont toujours alignés sur les meilleurs intérêts de ses clients.

Chez Leo Wealth, l'accent est mis sur l'établissement de relations durables et la fourniture de conseils fiables pour aider les clients à atteindre leurs objectifs financiers. L'expertise internationale et l'engagement personnel de l'entreprise font de Leo Wealth un partenaire précieux pour les particuliers et les familles qui cherchent à naviguer dans les complexités de la gestion de patrimoine. Nous invitons l'équipe de direction de Leo Wealth à améliorer la présence de votre entreprise en créant une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
David Lim Michael Bohlinger Stephanie Clasper Jelmer Kattevilder CFA CAIA CIWM

Compare Companies Side by Side

Compare Leo Wealth with 3 companies in Financial-Services

4 Companies
Comparison Field
Leo Wealth
Leo Wealth
Main Company
Madison Global Partners, LLC
Madison Global Partn...
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KCA Wealth Management
KCA Wealth Managemen...
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Lavelle Capital
Lavelle Capital
View Profile
Founded Year
2015 2012 2021
Company Size
11-50 11-50 2-10
City
New York, NY Hauppauge, New York Camp Hill, PA San Francisco, California
Country
United States United States
Skills & Keywords Comparing with main company
16 Total Skills
Wealth Management Financial Planning Investment Advisory Estate Planning Tax Preparation Portfolio Management Financial Services Legacy & Philanthropy Alternative Investments Cross Border Financial Planning Investments Tax planning Family Office Services Stocks & ETFs Asset Management US citizens abroad
20 Total 1 Common 19 Unique
Match 6%
Common Skills:
Investment Advisory
Unique Skills:
Asset Allocation Bonds Capital Markets Corporate Advisory Corporate Finance Equity Research +13
13 Total 1 Common 12 Unique
Match 6%
Common Skills:
Financial Services
Unique Skills:
401(k) Retirement Savings Plans Bonds Business Planning Disability Insurance Finance Fixed Annuities +6
7 Total 7 Unique
Unique Skills:
Chief Investment Officer Growth Equity Philanthropy Advisory Private Equity Sports Management Structured Solutions +1
4
Total Companies
2012
Oldest Founded
1
Countries
50
Unique Skills

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Alternative Company Names

This company is also known as

Leo Wealth 利奥财富 लियो वेल्थ ليو ويلث Лео Богатство