Leo Wealth Management Creed

Put the needs of our clients first

Always operate with the highest ethical standards

Safeguard clients' personal information

Focus on clients' best interest

Offer strategies that are tailored to each clients' needs or goals

Contact Info

1110 South Ave
Executive Suites
Staten Island, NY 10314
201-951-6828
Jim@leowealthmgmt.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

American Portfolios Financial Services, Inc. (“American Portfolios”), is a member of FINRA/SIPC.

Registered Represenative offering securities through American Portfolios Financial Sevices, Inc.

Investment Advisory services offered through American Portfolios Advisors., an SEC Registered Investment Advisor.

Leo Wealth Management is independent of all named entities.

Investment products are:

Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Bank Deposit
Not Insured by any Federal Government Agency

This site is published for residents of the United States only. Registered Representatives of American Portfolios may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the American Portfolios site at www.americanportfolios.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.