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

Matthew Allain

Jessica Cutrera

The Leadership Team at Leo Wealth is responsible for setting the strategic direction of the firm, ensuring the alignment of business objectives with client needs. Comprising senior executives across various functions, this team fosters a culture of collaboration and excellence, oversees operational performance, and drives innovation in wealth management services to deliver personalized solutions for clients in Asia and the United States.

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Leadership Team

About

Team members

Other teams at Leo Wealth

Operations Team

Investment Management Team

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