LEO Wealth

Your Wealth. Our Responsibility.

Financial consultant in Hurst, TX (show on map)

5.0

★★★★★

1 reviews

Independent fiduciary wealth management firm offering holistic financial planning, investments, tax, insurance, and retirement services globally.

Call (817) 354-1090

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About

As fiduciaries, LEO Wealth focuses on comprehensive wealth management, including investments, tax planning, insurance, estate planning, and retirement services, with a global mindset and local expertise to ensure clients' financial futures are secure and aligned with their values.

Employee-owned independent fiduciary

Global mindset with local expertise

Transparent fee structures

Holistic, personalized planning

Services

Wealth Management

Holistic support to grow and safeguard your wealth with ongoing review of account structures, legal protections, investment opportunities, and appropriate insurance.

Account structures Legal protections Investment opportunities Insurance

Investments

Purpose-built investment strategies aligned with your needs, values, and long-term objectives, with transparent portfolios that remain understandable regardless of market conditions.

Value-aligned portfolios Transparent strategies Market condition resilience

Tax Planning & Preparation

Expert global tax planning and preparation services, ensuring compliance and optimization of tax strategies for individuals and corporations worldwide.

Global tax expertise Estate planning integration Direct liaison with tax authorities

Insurance

Comprehensive risk management strategies designed to safeguard you and your family through transitions and across generations, fully integrated with financial and estate plans.

Life advisory Disability insurance Long-term care advisory Legacy protection

Retirement Planning Services

Expertise in managing company retirement plans, ensuring compliance and minimizing fiduciary risk, with digital solutions for employee engagement and education.

Plan design Investment management Digital employee tools Fiduciary risk reduction

Cross Border Expertise

Specialized services for global citizens, addressing the complexities of cross-border taxes, investments, and estate planning with a team of expatriate advisors.

Global tax expertise Expatriate understanding Integrated planning

Credentials & Certifications

TEP

AAMS

ADPA

CRPS

CFA

CFP

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

How can I get started? +

Contact us for an initial conversation to determine if we are the right partner for you. If yes, it’ll be the start of a great joint effort to safeguard your wealth. If not, perhaps we’ll be able to point you in the right direction.

What services do you offer? +

We built LEO Wealth to offer holistic wealth management advice. This includes investments, tax and estate, legal protections, insurance and anything else that touches your financial wellbeing.

What if I have a specific need? +

Not everyone needs everything we have to offer. In those cases, the relevant team will work with you on your specific need and nothing else.

My situation is unique, can you still help me? +

Please reach out so we can find out. Best case – yes, we have someone who can help. Worst case – we’ll point you in the right direction.

How do you charge for your services? +

Our fees are always transparent and disclosed before any commitment is made. They can be structured as a percentage of assets, a project-based fee or a retainer for ongoing support, depending on your needs.