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:
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic imp
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The Donor Advised Fund
