Many investment advisors have ‘wealth management’ in their name, and Legacy Wealth Management is no different, but our view is investment management comprises an integral, but single part of a family’s overall wealth strategy. For Legacy Wealth Management clients, we believe our responsibilities exceed such a narrow definition and limited relationship, to include effective administration across many distinct financial roles involving taxation, estate planning, risk management and others.
We view wealth as a trusted partner that provides families a myriad of options that include liquidity, growth, recreational, charitable and other opportunities. We also believe wealth has a life cycle, broadly defined within the phases of accumulation, protection and distribution. While wealth is rarely immortal, we strive to see it live a long, productive life that can span multiple generations.