Legacy Wealth Management, LLC is a fee-only wealth advisor, serving clients from coast to coast. With over seventy-five years of combined investment experience, along with expertise in complementary fields, we are well equipped to efficiently manage your financial needs no and into the future. We believe wealth is most impactful when part of a comprehensive strategy, with investment discipline often at its core. We strive to provide our clients with personalized investment advice, customized tax-conscious portfolio management and exceptional service, for a reasonable, transparent fee.
How We’re Different
Our firm is a true fiduciary. We are ethically and legally obligated to always act in a client’s best interest. As a result, we manage your wealth as if it was our own, generally following our client’s activity with our own portfolios.
When we say “fee only” we mean it; we have not and will not receive commissions, soft dollars, or kickbacks, and we do not sell investment products of any type.
We utilize insured, independent custodians to better protect and house your wealth. Custodians safeguard our clients’ assets against misuse or fraud. As such, we will not have custody of what’s important to you, your wealth.
Our Team
You Are Unique
Our valued clients are not simply a number. Your aspirations, concerns, and financial journey are distinct, forming a singular narrative we deeply respect and strive to understand. We recognize that your goals – whether planning for a home, college expenses or retirement, securing your family’s future, or pursuing philanthropic endeavors – are uniquely yours.
Our approach begins with listening to you to verify we are complementary with one another, then delving into the specifics of your situation to craft a personalized strategy that aligns as perfectly as possible with your individual needs and dreams. For us, this is not only our profession, but our ministry. You are at the heart of everything we do, and our commitment is to empower you with tailored guidance and unwavering support every step of the way.