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Financial Clarity

Leopold Wealth Management

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Contact Information

Avon Office:

20 Tower Lane, Suite 500

Avon, CT 06001

Waltham Office:

63 Moody Street, Third Floor
Waltham, MA 02453

Wilton Office:

187 Danbury Road, Second Floor

Wilton, CT 06897

Phone | (203) 966-2636

Email | admin@leopoldwm.com

What Our Lawyer's Want Us to Say:

The content within this website is for educational purposes only and should not be construed as financial advice. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to aid one in reaching their financial objectives, but no assurance can be made that these objectives will in fact be reached. Individual results may vary.

LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). Trademarks belong to their respective owners.

Life insurance policies contain exclusions, limitations, costs and terms for keeping them in force. Accessing policy cash values may result in surrender fees and charges, may require additional premium payments to maintain coverage, and will reduce the death benefit and policy values. All guarantees are based on the claims paying ability of the issuing company.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. LPL Financial does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

We are insurance and securities licensed in our resident states of CT & MA. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.

Max Leopold is CT License #2582075 and Nick Weiler is CT License #002705852.

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