Team Wealth & Tax Advisors

Leonard Cole is a CFP® with 13 years of industry experience, currently serving at Team Wealth & Tax Advisors. His prior roles include positions at AE Wealth Management and Global Financial Private Capital, LLC. Outside of his advisory work, Cole is president and CEO of Teamtax Professional, Inc., a tax preparation firm. Team Wealth & Tax Advisors provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a customized, goal-based investment process called the “SmartChoice Wealth Strategy” and integrates tax planning with investment management through its affiliation with accounting and tax-preparation entities.

Jeffry Cole is a CFP® with eight years of industry experience, currently serving at Team Wealth & Tax Advisors in Temecula, CA. His career includes roles at AE Wealth Management and operating his own tax preparation and planning business, TEAMTAX, since 2013. He is involved in tax preparation and IRS resolution services through his non-investment business activities. Team Wealth & Tax Advisors serves individuals, high-net-worth clients, trusts, and business entities by providing discretionary asset management, financial planning, and related consulting. The firm employs a customized, goal-based investment approach called the “SmartChoice Wealth Strategy” and integrates tax planning through its affiliated accounting and tax-preparation services.

David Leonhart is a financial advisor with Team Wealth & Tax Advisors in Temecula, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Team Financial Group since 2020 and has managed tax preparation and insurance activities through his involvement with TeamTax Professionals Inc. and D.P.L. Tax, Financial & Insurance Solutions. Team Wealth & Tax Advisors serves individuals, high-net-worth clients, trusts, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a customized, goal-based investment process called the SmartChoice Wealth Strategy, integrating tax planning and investment advice through its affiliation with accounting and tax preparation services.

Brian Owen is a financial advisor with Team Wealth & Tax Advisors in Temecula, CA, holding a Series 65 credential and four years of industry experience. He has been with Team Wealth & Tax Advisors since 2021 and is also the owner and manager of Client Sense Consulting, an information technology consulting business he has operated since 2012. Team Wealth & Tax Advisors serves individuals, high-net-worth clients, trusts, and business entities by providing discretionary asset management, financial planning, and related consulting. The firm employs a customized, goal-based investment process called the “SmartChoice Wealth Strategy,” integrating multiple analytical methods and offering coordinated tax and investment services through its affiliated CPA.

Dustin Watts is a CFP® professional with seven years of industry experience. He is currently with Team Wealth & Tax Advisors and has prior experience at TEAM FINANCIAL GROUP, LLC and AE Wealth Management, LLC. Before entering financial advising, he worked at Chase Bank for four years. Team Wealth & Tax Advisors serves individuals, high-net-worth clients, trusts, and business entities, providing discretionary asset management, financial planning, and consulting. The firm employs a customized, goal-based investment process called the SmartChoice Wealth Strategy and integrates tax planning through its affiliated CPA.

Jeffry Cole is a CFP® with 16 years of industry experience, currently serving at Team Wealth & Tax Advisors. His prior roles include positions at AE Wealth Management, Global Financial Private Capital, and Countryside Insurance Services. Outside of advisory work, he is the CEO of a tax services firm, Jeffry S. Cole Inc. dba Teamtax, where he provides tax preparation, planning, and IRS resolution services. Team Wealth & Tax Advisors serves individuals, high-net-worth clients, trusts, and business entities by offering discretionary asset management, financial planning, and consulting. The firm uses a customized, goal-based process called the “SmartChoice Wealth Strategy,” integrating multiple methods of analysis and coordinating tax and investment advice through its affiliation with accounting and tax-preparation services.