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We Deliver Financial Solutions and Benefits Customized to Our Clients’ Needs
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Each client is unique and our advice is tailored to his or her personal goals |
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Our high level of integrity builds strong client relationships, confidence and trust |
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We care deeply about our clients — they are more than just a revenue stream to us |
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Comprehensive wealth management, investment management, asset protection, retirement and estate planning |
Founded in 1982, Leonetti & Associates is considered one of the country’s premier wealth management firms. It is an organization built on honesty and integrity, operating with the highest of ethical standards. These qualities, combined with experience, depth of professional staff, a dedicated client services team and a long history of achieving desired results for its clients, has led to a high level of client satisfaction. It is also what makes Leonetti & Associates the logical choice for those seeking high-quality, objective and thorough financial advice.
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Areas of Focus
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Please read and review Leonetti Associates, LLC’s current disclosure statement as set forth in its Form ADV for additional information about the investment adviser,
our business practices, advisory services and fee schedules.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 237,500 consumers) and registered financial services representatives (over 14,500 financial services professionals) to evaluate the approximately 34,500 wealth managers in the Chicago area (includes Cook, Du Page, Grundy, Jasper, Kane, Kankakee, Kendall, La Salle, Lake, Livingston, McHenry, and Will counties in the state of Illinois). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Chicago area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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