Leopold Wealth Strategies is an independent financial services firm based in New Jersey. They operate with a client-centric philosophy, aiming to build long-term, trusted relationships. The firm offers comprehensive financial planning and wealth management, including investment management, retirement planning, estate planning, and insurance services. They emphasize a fiduciary standard of care, meaning they are committed to acting in their clients' best interests. Securities and advisory services are offered through their affiliation with LPL Financial, a major registered investment advisor and broker-dealer.

Founded in

United States