At Legacy Wealth Management, we are proud of our specialization in private wealth management that is custom tailored to meet each client’s specific needs. We know that wealth management is more than just investment advice and that’s why we work side by side with our clients to encompass all areas of their financial plan, making sure they are up to date and moving forward in the direction that gives them the best opportunities to hit their goals. We work with high net worth clients including Attorneys, Doctors, Physicians, Athletes, and Business Owners and we help guide them through all stages of their investment, estate planning and retirement allocation strategies. We understand higher net worth clients want credibility and quality not quantity with a personal relationship. Legacy Wealth Management can assist you by providing high quality information, consistently communicating with you and implementing a sound, robust financial plan that meets all your needs for the future.
Professionally managed accounts, specialized strategies & customized investment advice to fit your needs & financial goals.
Designed to reduce the impact of taxes on your portfolio.
Our mutual funds have asset allocation models with low cost management fees and global diversification to help balance long term risk.
Retirement accumulation & income, insurance, inheritance, estate planning, social security, healthcare, and education planning.
Providing freedom to choose what is best for you.
Legacy Client Portal software will allow you to view all your accounts in one location, securely. Even if they are not held at our firm.