Leone Wealth Management

Leone Wealth Management We are a boutique investment firm that specializes in all aspects of Retirement Planning from accumulation to distribution and preservation.

Our independence promotes specialized investment solutions tailored to your specific financial situation.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
11/30/2023

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Whether you realize it or not, you’ve allocated your assets.
11/23/2023

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequence to their future financial security.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
11/16/2023

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

"The only things certain in life are death and taxes." Benjamin Franklin
11/09/2023

"The only things certain in life are death and taxes." Benjamin Franklin

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
11/01/2023

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
10/04/2023

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

When was the last time you paid yourself first?
09/27/2023

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

How much do you know about stocks?
09/13/2023

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

You’re the conductor of your 401k, IRA and taxable savings.
09/06/2023

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Is your household's inflation rate higher than the national average?
08/30/2023

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
08/23/2023

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Address

100 Medway Road
Milford, MA
01757

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15084787828

Website

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