Legacy Wealth Management provides comprehensive holistic wealth management, retirement and estate planning and life planning focused on wealth preservation for generations to follow. Working with a safe and trustworthy wealth manager is paramount, and clients often rely on frequent interactions to evaluate whether their financial advisor will meet their long term planning needs.
Legacy Wealth Management Group will not only customize your retirement portfolio to fit your needs, risk tolerance, and goals but we will always educate you on why this plan was designed specifically for you. Financial Advisors at Legacy Wealth Management Group spend the time to get to know you, we take a comprehensive analysis and provide a unique investment strategy designed to meet each clients specific goals and planning objectives.
Legacy Wealth Management Group will not only customize your retirement portfolio to fit your needs, risk tolerance, and goals but we will always educate you on why this plan was designed specifically for you. Financial Advisors at Legacy Wealth Management Group spend the time to get to know you, we take a comprehensive analysis and provide a unique investment strategy designed to meet each clients specific goals and planning objectives.
Services
Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive wealth management to families, professionals, athletes & business owners. We base our investment strategies on academic & scientific research. We are committed to always acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.
Our society glorifies income and flashy spending, but this does not equal financial wealth. Spending beyond one's means is one of the many traps in our lives that can slow or destroy financial growth. In order to make a plan to go somewhere, you first know where you truly are and the same is true for our finances.
Given that the majority of active managers fail to beat passive benchmarks, it seems reasonable to conclude that value-enhancing ideas are harder to come by. Our philosophy is that one should be more cautious about implementing a bad idea than worrying about missing out on a good idea. Legacy Wealth Management has core beliefs that allow us to work along side our clients and always make decisions based on our clients best interest.
At Legacy Wealth Management, we are proud of our specialization in private wealth management that is custom tailored to meet each client's specific needs. We know that wealth management is more than just investment advice and that's why we work side by side with our clients to encompass all areas of their financial plan, making sure they are up to date and moving forward in the direction that gives them the best opportunities to hit their goals.
If you're like many people you likely don't know the answer to many questions we ask, but that's a key part of developing your long term vision that creates your financial plan. The planning done here should be done with careful thought & analysis; this plan will need to stay in force for the rest of your life!
Reviews (7)
D. T.
Nov 11, 2019
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Called to speak with a financial advisor regarding a large estate, and was berated by Donna Dalucca, who after I told her to not insult my intelligence, instead of apologizing she hung up on me. I called back to report her and speak with her supervisor and she said she could hang up on whomever she wants and that her supervisor "Greg" was not in. Donna DEMANDED my phone number, but certainly I did not feel comfortable providing it and told her for security purposes I did not want to give her my number, so she hung up on me again. Sadly, Donna does not realize that the receptionist can
Karen S.
Dec 04, 2017
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If you won't / can't take the time to research where to put your money, this is the place for you. Donna and Gregg are the most AMAZING people you would ever want to trust. They put you at ease and explain what ever you don't understand. It's so scary not knowing in this day and age who to trust, where to put your money and feel confident you will eventually be able to retire with decent size nest egg!! My mind is at peace knowing Gregg is at the helm !
Steve N.
Aug 09, 2016
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Greg and his team are first class; they care about their clients and Greg's first priority is making sure his clients are comfortable and isn't pushy with products. He assesses need and then makes recommendations based on individuals' risk profiles...as someone in sales, I certainly appreciate that.
Martine G.
Aug 05, 2016
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This place has offered me an informed and secure experience with all of my financial decisions and investments. I feel like I can trust the staff and believe that this is one place that actually cares as much about your money and quality of life as they do their own. Check them out for any finanical decisions. Greg is as real and honest as it gets!
John D.
Aug 04, 2016
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It's really nice working with Greg... it feels more like spending time with a friend then it does work. He's more like a concerned and caring older brother....the guy you go to when you go to a guy...kind of thing. you know he IS the guy.
Well for me Greg IS that guy. I feel comfortable having my affairs of finance and future in his hands. I know his guidance ,advice, has all of my best interests and needs in heart and mind.
I have dealt with other planners before. Then I stopped. I was not impressed with what they did NOT do for me. I was not cared for or concerned about and
Well for me Greg IS that guy. I feel comfortable having my affairs of finance and future in his hands. I know his guidance ,advice, has all of my best interests and needs in heart and mind.
I have dealt with other planners before. Then I stopped. I was not impressed with what they did NOT do for me. I was not cared for or concerned about and
Jeremy W.
Aug 04, 2016
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Dealing with finances and learning about the different insurances, and future planning stuff is hard. It's just something you study a ton, or hire a guy like Greg to handle for you. I chose to run with the latter, and it's been awesome.
Greg has been helping me manage all kinds of stuff from my IRA, to life insurance and a few other things. He tells me what I should get, and what I should stay away from and I don't have to worry about dealing with any of it. I've recommended his services to my friends and family, and I recommend him to you too!
Greg has been helping me manage all kinds of stuff from my IRA, to life insurance and a few other things. He tells me what I should get, and what I should stay away from and I don't have to worry about dealing with any of it. I've recommended his services to my friends and family, and I recommend him to you too!
Cj R.
Aug 04, 2016
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