Today more than ever investors of significant means deserve unique expertise, individual attention and a dedicated team who understands both the challenges and opportunities that come with substantial wealth. The Legacy Wealth Management Group is committed to listening to every client, assessing their concerns and developing a clear, actionable plan for ensuring that all of their assets are working toward helping them achieve what matters most. Whether you need to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much, we are well positioned with advice and solutions that look beyond investing. Our priority is helping clients meet all of their goals – no matter what the environment.
To help accomplish your objectives, we deliver a wide range of financial solutions, including:
Investor angst has been fed by risks reaching critical mass, and we look at how to bolster portfolios in the current environment. Read the full economic outlook in the latest edition of Global Insight.
November 19, 2018
October 29, 2018
October 6, 2017
The Benefit of a Primary Advisor Relationship
October 23, 2017
The Donor Advised Fund