Leo wealth is a boutique advisory firm dedicated to providing customized and comprehensive wealth management, tax strategies, investment planning and institutional services to high net worth and affluent individuals and families globally. Leo’s advisors have extensive, first hand experience in working with clients to provide comprehensive and pragmatic solutions to managing and protecting all aspects of their wealth with an approach that is fully aligned with the interest of its clients.Leo Wealth is an independent partnership owned by its partners & employees. We believe it is a privilege to be a true partnership and endeavor to work alongside our clients in everything we do.

Wealth advisor responsible for providing financial and investment advisory services to executives, individuals of significant wealth and closely held businesses. Member of the Investment Committee, responsible for managing the overall asset allocation and cash flow analysis processes as well as guiding portfolio rebalancing for the entire firm.

Financial Planner within Goldman Sachs' Private Wealth Management Division. Primary focus was providing comprehensive financial counseling for the partners of the firm, including but not limited to highly sophisticated tax, estate, investment and insurance planning as well as retirement and benefits counseling. Also spent time providing comprehensive fee-based financial counseling to Fortune 500 executives and high-net-worth individuals nationwide.