The Leonzi Group of Truist Investment Services, Inc.
645 W Hamilton St
Suite 1000,
Allentown, PA 18101
Who we are
The Leonzi Group is an advisory wealth management team of experienced professionals who are dedicated to helping clients with high net worth achieve their financials goals. Our group consists of financial advisors, investment analysts, client service associates and financial planners, all working together to provide a comprehensive wealth management experience. We understand that clients’ backgrounds and financial situations vary, so we create a unique team to work closely with each client long-term, providing the right expertise and support to achieve their financial goals and secure financial freedom.
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Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Risk management
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Investment planning
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Tina Verna
Registered Client Service Associate
Rich Lord
Registered Client Service Associate
Jorge De La Cruz
Registered Client Service Associate
George Hlavac
Registered Client Service Associate
Alta Tyminski
Client Service Associate
We believe a successful investing experience centers on tailored investment strategies to align with a client’s complete financial plan. We value each client and listen carefully to understand their goals, risk tolerance, and financial objectives before any strategy is developed. Our investment strategies are then designed, built, and actively managed based on market trends, risks, and the unique goals of our clients. Our process is designed to be flexible, with the ability to adjust portfolios as the market, economy, and our clients’ financial needs evolve. We regularly communicate with our clients to keep them informed of their portfolio adjustments and educate them about the investment process. The more our clients understand, the more successful their financial future will be.
