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Max Leopold Email & Phone Number
Co-Founder and Managing Partner
at
Leopold Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Co-Founder and Managing Partner
Location
Fairfield, Connecticut, United States
Who is Max Leopold? Overview
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Quick answer
Max Leopold is listed as Co-Founder and Managing Partner at Leopold Wealth Management, based in Fairfield, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Max Leopold.
Max Leopold previously worked as Co-Founder & Managing Partner at Leopold Wealth Management and Lecturer in Investing, Taxes, and Student Loans at Uconn Health. Max Leopold holds Quantitative Economics from University Of Connecticut.
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Leopold Wealth Management
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Profile bio
About Max Leopold
Max Leopold is a Co-Founder and Managing Partner at Leopold Wealth Management. He possess expertise in financial planning, tax advisory, financial risk, tax preparation, investment advisory and 9 more skills. He is proficient in English and French.
Listed skills include Financial Planning, Tax Advisory, Financial Risk, Tax Preparation, and 10 others.
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Max Leopold's current company
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Leopold Wealth Management
Website
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7 roles
Max Leopold work experience
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Co-Founder & Managing Partner
Max is an advisor and lecturer whose methods and character have been recognized in the WSJ, Fortune, and CT Magazine. He is a 2020 Five Star Wealth Manager recipient, an award that recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” As Managing Partner of LWM, Max helps physicians navigate their financial lives. Growing up in a physician family, he saw the challenges of trying to be a doctor, parent, and financial quarterback. Max believes that no-one should have to navigate work (anxieties of physician life), family (marriage, children, daycare, little league), and finances (taxes, loans, markets, college) without professionals by their side. Max has seen firsthand that better outcomes for his clients creates better parents, better spouses, and better doctors.*LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Leopold Wealth Management is unaffiliated with HTK. The Five Star award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed. Wealth managers do not pay a fee to be considered or awarded. Once awarded, one may opt to purchase profile ad space or related promotional products. The methodology does not evaluate the quality of services provided and is outlined www.fivestarprofessional.com/public/wmresearch. 5958978RG_Oct25
Lecturer In Investing, Taxes, And Student Loans
Lecturer In Personal Finance
Lecturer In Investment Management
Senior Associate
With over 60 years of experience working with physicians and medical professionals, Prime Financial Services understands the unique challenges that come with the medical profession. Prime Financial Services is a comprehensive financial planning firm offering concierge financial solutions for doctors from residency to retirement. We work in a collaborative environment that ensures our clients are getting the best service possible. Some of our services include, but are not limited to: tax planning, financial planning, income protection, estate planning, medical practice management and wealth management.*LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK employees, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org) / SIPC www.sipc.org. 210 Park Avenue, Suite 101, Florham Park, NJ 07932 (973) 538-9100. Prime Financial Services is unaffiliated with HTK. 2520223TM_May21
May 2016 - Dec 2020
Advisor Trainee
Dec 2014 - May 2016
2 education records
Max Leopold education
Quantitative Economics
Information And Systems Engineering
FAQ
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Quick answers generated from the profile data available on this page.
What company does Max Leopold work for?
Max Leopold works for Leopold Wealth Management.
What is Max Leopold's role at Leopold Wealth Management?
Max Leopold is listed as Co-Founder and Managing Partner at Leopold Wealth Management.
Where is Max Leopold based?
Max Leopold is based in Fairfield, Connecticut, United States while working with Leopold Wealth Management.
What companies has Max Leopold worked for?
Max Leopold has worked for Leopold Wealth Management, Uconn Health, Rutgers New Jersey Medical School, Nyc Health + Hospitals, and Prime Financial Services.
How can I contact Max Leopold?
You can use AeroLeads to view verified contact signals for Max Leopold at Leopold Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Max Leopold attend?
Max Leopold holds Quantitative Economics from University Of Connecticut.
What skills is Max Leopold known for?
Max Leopold is listed with skills including Financial Planning, Tax Advisory, Financial Risk, Tax Preparation, Investment Advisory, Financial Markets, Compensation And Benefits, and 401 Retirement Savings Plans.
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