Personal

Attention From Experts

Everything we do stems from a clear understanding of your specific goals, combined with a determination to help you build financial security for the future. We designed our Secure Future Solution® process to help you take control of your financial situation and achieve financial independence.

Leonetti & Associates embraces a team approach to providing comprehensive financial planning services. Our advisory team boasts a wide range of experience and expertise that includes CERTIFIED FINANCIAL PLANNER™ practitioners, CERTIFIED FUND SPECIALIST® designees, an ACCREDITED INVESTMENT FIDUCIARY®, a CERTIFIED PUBLIC ACCOUNTANT, REGISTERED INVESTMENT ADVISOR REPRESENTATIVES, a PERSONAL FINANCIAL SPECIALIST, ATTORNEYS, and MBAs. Each of our wealth managers emphasizes:


When you join Leonetti & Associates, you will be served by our advisory team, led by your personal wealth manager. This allows you to tap into the expertise of each individual team member. Whatever your goals, we have the expertise to provide a strategy that makes sense for you and your unique situation.