LEO Wealth

Services Offered

• Holistic wealth management
• Global tax planning
• Cross-border estate planning
• Alternative investments
• Global portfolio strategies

About

LEO Wealth is a financial planning firm based in Edison, New Jersey, providing independent wealth management services. The firm offers a range of services including holistic wealth management, global tax planning, cross-border estate planning, alternative investments, and global portfolio strategies. With offices in major cities around the world, LEO Wealth serves both private clients and companies, delivering personalized financial guidance and expertise. Their diverse team of equity partners is committed to providing trusted advice and tailored solutions for their clients' financial needs.

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