Leonardi Family Wealthcare
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Leonardi Family Wealthcare
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Description
At Leonardi Family Wealthcare, we focus on family-first financial strategies for business owners and retirees. Build a multi-generational legacy with personalized planning. Book a complimentary consultation or get our no-cost e-book today! #WealthPlanning #CFP | Meet Tony Leonardi, a Certified Financial Planner™ since 1998 About Tony & The Team Anthony M. Leonardi MBA, CFP®, CRPC® is a seasoned financial planner with over 30 years experience helping families achieve their financial goals. With a Bachelor of Science degree in Business and Marketing from Providence College, Anthony began his career in finance driven by a belief that family comes first. Anthony (Tony) is the Founder and Principal of Leonardi Family Wealthcare, where his specialty lies in Family Wealth Planning. He seeks out clients who share his family-oriented values. Whether working with multi-generational family businesses or individuals looking to pass down their family values, Ant
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