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Title: Leon Financial Services, LLC Launches Values-Based Wealth Management Solutions

United States, 2nd Jan 2025 - Leon Financial Services, LLC, under the leadership of CEO and financial advisor Leonardo Gelain, has announced a comprehensive range of values-driven wealth management services designed for individuals and families seeking to harmonize their financial strategies with their personal beliefs and ethics.With over two decades of experience, the firm’s offerings reflect a commitment to aligning financial decision-making with responsible stewardship and long-term impact. Its approach combines expert financial guidance with a focus on transparency, integrity, and ethical practices."At Leon Financial Services, we recognize that wealth management is not just about achieving financial goals but doing so in a way that aligns with our clients’ deeply held values," said Leonardo Gelain, CEO of Leon Financial Services.Meeting the Demand for Ethical Financial SolutionsTraditional wealth management often overlooks the specific priorities of individuals who seek financial strategies guided by ethics and purpose. Leon Financial Services fills this gap by offering tailored solutions that cater to clients’ desire for responsible financial growth.The firm’s core services include:Ethical Investment Strategies: Developing portfolios that align with clients' ethical considerations by excluding industries or practices conflicting with their values.Retirement Planning with a Purpose: Helping clients achieve financial independence while maintaining responsible financial management.Legacy and Estate Planning: Designing plans that reflect personal priorities and enable charitable giving or multi-generational wealth transfer.Milestone Financial Coaching: Supporting clients during major life transitions, such as home purchases, education planning, and preparing for paren...

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