Formed in 2020 through the merger of The Capital Company and Leo Group, Leo Wealth is an independent wealth advisor with a global footprint. The firm specializes in providing a holistic approach to wealth management, offering services that include investment advisory, portfolio management, wealth planning, and legacy planning. Their mission is to simplify the complexities of wealth for their clients, serving an international clientele of high-net-worth individuals and families with a focus on delivering personalized, unbiased financial solutions.

Founded in

United States