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Imagine a world where your advisor cares more about protecting and growing your wealth than just making a commission. How powerful would it be if your financial advisor had access to attorneys, CPAs, tax strategists, and other professionals all under the same roof? What if you had an entire team working for you to help you create and implement strategies to realize your financial goals?

Inspiration comes in many forms. Ready to take the next step?

Everyone’s journey is different. Whether you are just beginning to find your way, or the world’s travels have brought you to your place in life, Legacy Wealth Management is ready to help you take the next step to secure your well-earned Legacy.

Maximizing Wealth

We can assist you in achieving your wealth growth objectives, whether you intend to create a retirement income or leave a Legacy for your successors. We aid in developing and implementing an investment policy statement that enables our clients to remain committed to financial stewardship and capitalize on opportunities that emerge in any market situation.

By working with us, you can establish your goals and attain them through a structured approach.

Insurance Strategies that plan ahead and inspire you to do more

We have the insurance strategies that are the right fit for you and your family. We can help you leverage capital into a life insurance product that offers you peace of mind, grows your wealth in a tax-favorable asset and can provide the means to fund a multi-generational family bank.

Tax Strategies that work with everything you’ve built

The Legacy comprehensive and methodical approach to investing gives you the peace of mind that you’re doing everything you can to lower your taxes.  Legacy has the insight and ability to let you keep more of what you have built.

Customized Investment Portfolios Blending Public & Private Market Solutions

“Build To Rent has primarily been driven by the lack of housing inventory as that is generally their first choice in building a portfolio, however more and more investment fund providers are doing only Build To Rent as it fast development and generally the most economical per SqFt.“

Institutionalization of Single-Family Homes

2023-06-10 Andy Rad

Like it or not, Single Family Rental (SFR) landscape is changing as institutions are moving into this space. Over the last few decades, Institutions/pensions/endowments have been moving away from publicly traded stocks (traditional stocks) and more into non-publicly traded assets; be it Private Equity, commodities (mining/oil/gas), Private Debt, and Real Estate. Go back a few decades and multi-family was predominately non-institutionally owned, yet today it is commonplace. Some of that is the search for return, stable cash flow, and hard assets, but don’t discount the growth in technology that has assisted in the management.

SFR’s are still primarily a mom-and-pop asset, but that is changing as institutions look for more opportunities and the development of technology. No longer does the landlord/manager have to meet a prospective tenant, but through electronic locks and webcams they can schedule an appointment, the prospect shows up, is verified through customer support desk, allowed access to the home and monitored while viewing it. Maintenance is also automated through online portals and automated dispatch.

Register now for the Live & Interactive Elite Investor Masterclass.

This is a free monthly online course to help investors find the right path.

Introducing: Financial Guided Discovery

Our way of educating clients on our thoughts and strategy behind what we do and why we do it. It’s more than just saying “trust us”, Financial Guided Discovery means that your knowledge grows along with your portfolio.

Why Work With A Fiduciary / Independent Registered Investment Advisor?

As fiduciaries, we execute our duties prudently with care, skill, and thoroughness. A fiduciary is held to the highest standard in the financial industry. We have a duty to preserve good faith and trust. Fiduciaries are legally and ethically bound to act in others’ best interests.

Legacy invests in areas that seek to deliver social value and maximize investment value. We have the power to help create a sustainable and more prosperous world. Ask a Legacy advisor about green energy and the future of investing.