Our Services

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.

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Forbes Best-in-State Wealth Advisors 2019

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