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:
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
Read GI Monthly »
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
November 27, 2023
July 10, 2023
October 23, 2017
The Donor Advised Fund