Giving Back

We are committed to giving back to the communities where we live and work through long-lasting partnerships, community-based delivery and engaging our employees.

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Leo Wealth is dedicated to giving back to local communities in all of our regions. Our employees collectively support dozens of charitable organizations and causes where we live and work. We also work with clients to develop and implement charitable planning into their finances, through the use of donor advised funds, charitable trusts, planned giving and other tools. We also work with clients to find ways to engage with organizations who share their passions and values to develop a personalized plan for giving back.