DFW's Trusted Wealth Management Solution

Every client is unique. As fiduciaries and stewards of your wealth, it is our responsibility to craft a wealth management plan tailored to the individual needs of you and your family.

At LEO Wealth we offer comprehensive financial planning which means considering all aspects of wealth, integrating tax, insurance, and investments. Your wealth management plan is designed to meet your unique goals.

Our Dallas-Fort Worth team has decades of experience servicing families and young professionals alike. Reach out to us today to schedule your complimentary discovery call.

Financial Planning

By combining technology and custom analysis based on experience, our team will work with you to plan across a variety of areas, including:

Investment planning
Income and estate tax planning
Risk analysis and risk management
Cash-flow analysis
Personalized financial modeling
Estate and legacy planning
Retirement planning
Cross-border financial, tax, and investment planning
Insurance analysis

Family Office &
CFO Services

We built our firm to meet the changing needs of high-net-worth and ultra-high-net-worth families. We offer a suite of diverse services that adapt over time as a family’s needs evolve.

We serve as a single point of contact for our families, coordinating with tax, legal, and other advisors. Our services include:

Consolidated reporting
Administrative & accounting support
Budgeting & cash flow planning
Bill pay services
Philanthropy
Wealth transfer & business succession planning
Family governance & family constitution planning
Financial counseling
Alternative investments
Outsourced CFO/CEO/CIO services
Entity administration
Concierge services

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Stephen

Tally

Chief Operating Officer

Stephen Tally is Chief Operating Officer and Chief Compliance Officer at Leo Wealth, an independent global wealth advisor. Based in Dallas-Fort Worth.

Charles

McKenzie, CFP®

Director

Charles McKenzie is a Director at Leo Wealth, an independent global wealth advisor.

Taylor

Jester, AAMS®

Senior Wealth Associate

Based in Dallas-Fort Worth, Taylor provides exemplary administrative support to senior advisors and their clients, including onboarding, updating client details, and maintaining client files and records.