Team Wealth & Tax Advisors

Leonard Cole is a CFP® with 14 years of experience currently with Team Wealth & Tax Advisors. He has previously worked at AE Wealth Management and operates Cole Legacy Properties. He is also president and CEO of TEAMTAX PROFESSIONAL, INC., a tax preparation firm. Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning for individuals, high-net-worth clients, trusts, and business entities, with an integrated approach combining investment management and coordinated tax planning through affiliated tax entities.

Jeffry Cole II is a CFP® professional with nine years of industry experience, currently serving at Team Wealth & Tax Advisors in Temecula, CA. He has held various roles within affiliated entities since 2013, including running his own tax preparation and planning business. His background includes work at AE Wealth Management and multiple related financial and tax service entities. Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates investment management with coordinated tax planning and preparation through affiliated tax entities, employing a strategy that combines fundamental and technical analysis alongside AI-enabled operational tools.

David Leonhart is a financial advisor with Team Wealth & Tax Advisors in Temecula, CA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at Team Financial Group and HD Vest Investment Services, among other firms. Outside of his advisory role, he is active as a tax preparer with TeamTax Professionals Inc. and serves as an insurance agent with D.P.L. Tax, Financial & Insurance Solutions. Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates tax planning and investment management through a “SmartChoice Wealth Strategy” and is noted for its close affiliation with accounting and tax entities.

Brian Owen is a Series 65-licensed financial advisor with Team Wealth & Tax Advisors in Temecula, CA, where he has worked since 2021. He has four years of experience in the industry and owns an information technology consulting business, Client Sense Consulting, which he has managed since 2012. Prior to his current role, he worked in various capacities, including a long tenure at Calvary Chapel of Costa Mesa. Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates tax planning with investment management using its SmartChoice Wealth Strategy and employs AI-enabled tools to support operational processes.

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 advising at Team Wealth & Tax Advisors. His prior roles include positions at AE Wealth Management and Countryside Insurance Services. Outside of advising, he serves as CEO of Jeffry S. Cole Inc., providing tax preparation and planning services. Team Wealth & Tax Advisors offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates tax planning with investment management through affiliated tax entities and employs a strategy that combines asset allocation with fundamental and technical analysis.