It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number. Our Personal Financial Management website makes it easy to manage both your wealth and your well-being.
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. We want to inspire you to live your life by design - not by default. Once you share with us what you want out of life, we'll help you make informed decisions that fit your expectations and vision for the years ahead.
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. We want to inspire you to live your life by design - not by default. Once you share with us what you want out of life, we'll help you make informed decisions that fit your expectations and vision for the years ahead.
Services
Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
By leveraging a disciplined investment process, you receive transparent, seamless, proactive service and the trust and accountability you need to meet your financial objectives. If investing and retirement planning are journeys, a financial plan is your map and compass. It gives you a destination and directions on how to get there.
Investment management is the core of our services. Our team of wealth managers and 3rd party advisors have extensive experience managing investments in both bull and bear markets. We analyze all aspects of a client's current financial situation and desired outcomes prior to constructing a portfolio.
Legacy Wealth Advisors will build a financial plan that is centered around what is important to you using our 24/7 client portal that helps manage your entire life. What are the ten most important things you want to accomplish while you're on this Earth?. How much are you investing in your own human capital or that of your children and grandchildren so they can earn the most during their working years?.
We believe that there are few firms in the country that can rival Legacy's experience in the areas of estate planning and asset protection. Our affiliated law firm, Stewart and Bruss PC, is able to provide legal advice, draft trusts and other legal documents, as well as advise on asset protection, business succession planning, and charitable giving.
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