Broker Check
Leo Matarazzo

Leo Matarazzo

Wiss Private Client Group

Leo Matarazzo was previously a Partner at a leading law firm, representing families, professionals and closely held businesses in all aspects of tax and estate planning as well as business succession planning.

As a financial representative, Leo applies his expertise in those related areas and uses a unique consultative approach to address wealth-eroding factors such as taxes, market volatility, lawsuits and inflation, in addition to unexpected life events.

Using customized insurance strategies and related planning, Leo, along with his team of established professionals, helps clients to attain a greater level of protection while accumulating, accessing and distributing their wealth in a tax efficient manner. Through Leo's experience, his clients are able to gain full confidence that they have fully protected themselves, their families, their businesses and their future.

Leo has co-authored various articles and blogs in publications including Law360, New York Law Journal, New Jersey Law Journal, The Advisor, and Tax, Trusts & Estates Law Monitor.

Leo is a resident of Wyckoff. When not in the office, he enjoys spending time with his wife and four children. Leo is also actively involved with the Columbia University Men’s Soccer Alumni Group.

Education

  • BA Economics, Columbia University
  • JD, Rutgers University School of Law
  • LLM, Taxation, New York University School of Law

 

Registered Representative of Park Avenue Securities, Financial Representative of Guardian

Wiss Private Client Group, LLC (Wiss PCG) is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

Not practicing law for Wiss PCG or Guardian or any subsidiaries or affiliates thereof. Wiss PCG, Guardian, their subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. .