Our Team

Professional Summary

Larry Leppo is the founder and CEO of Leppo Wealth Management, an independent practice of Wells Fargo Advisors Financial Network. Starting his career in the Boston MA area, Larry has been building a fulfilling life and legacy in the wealth management industry since 1981. At Leppo Wealth Management, Larry’s goal is to help families navigate every season of life - the joys, the losses, and the new beginnings - with clarity and compassion. He provides comprehensive investment planning designed to deliver customized financial strategies tailored to each client’s unique goals and risk tolerance. At the end of the day, it’s not about the markets or the money - it’s about protecting what truly matters: family, love, and legacy. This is what sets Larry and Leppo Wealth Management apart from your typical wealth advisor.

Over the past 44 years, Larry has successfully navigated major shifts in the financial industry while continually developing his fundamental investment knowledge and planning expertise. From 2013 to 2025, he earned the prestigious Platinum Council distinction - an honor held by a select group of Financial Advisors.

In 2026, Larry was not only once again recognized by *Forbes as an award recipient but he was also honored to have been recognized as one of the **2026 Barron’s Top 1,500 Financial Advisors: a testament to his commitment to excellence and client service.

On a Personal Note

Outside of work, Larry enjoys spending time with his wife Laurie, a dedicated tax professional, their grown children, and their five grandchildren - Nora, Evan, Kaleelah, Ivy and Stella.

Together, Larry and Laurie share a love for golf, pickleball, and traveling. They are also actively involved in several local Naples charities that support families and children throughout Southwest Florida.

2013-2023: The Platinum Council distinction is held by a select group of Financial Advisors within the Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year and professionalism. Additional consideration may have included best practices and team structures.
2025:The Platinum Council distinction is held by a select group of Financial Advisors within the Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 - 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.

2026 Barron’s Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). The Barron's Top 1,500 Financial Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License CA 4355893. Resident State FL

Professional summary

I joined the Leppo Group of Wells Fargo Advisors in 2015. Before I began my finance career, I was a professional golfer who toured across the country and around the world before settling down to start a family.

My approach to handling my clients’ wealth stems from my days as a professional golfer – intense preparation, strategic and tactical management of ever-changing conditions.

My passion for family extends to my clients — I take the long-term view when it comes to finance.

On a personal note

Joshua resides in Naples with his lovely wife, Samantha, and daughter Nora.  Joshua and Samantha are both FGCU Alumni and maintain an active lifestyle by coaching at a local gym, keeping active out on the golf course, and volunteering for local nonprofits with causes dear to their hearts, including David Lawrence Center, National MS Society, and Pathways Early Education Center of Immokalee.

“The relationships we build at Leppo Wealth Management are meant to be for generations.”

CA Insurance License CA 4355666. Resident State FL