Your money, your life…Let us help you get there.

Schedule an appointment

Our Mission

“To manage and preserve wealth utilizing advanced strategies; consistently striving to exceed your expectations, allowing you to focus on what matters most in your life.”

We believe that our clients have a right to truthful objective counsel.

We believe that true success is achieved when the right things are done for the right reasons.

We believe that the ultimate measure of our success is reflected in the Legacy relationships forged with our clients.

What We Do

person holding coins

Financial Planning

Comprehensive wealth planning services – we proactively provide customized solutions for your family.

Learn More
change stacked with plants growing out of them

compass

Asset Management

By using a comprehensive Integrated Options Portfolio (IOP) process, we can help increase portfolio growth while mitigating risk.

Learn More
person holding a cell phone

Innovative Investing

We are dedicated to proactive advice, transparent communication and – most importantly – your interests.

Learn More

Market Commentary Signup

Submit your name and email to receive weekly emails
containing our Market Commentary

You’ve worked hard for your money. Now you want to keep it.

We help clients keep more of the money they earn by helping them run their finances like a business does. We coach them on how to track their expenses and maintain a discipline to their budget so that they aren’t left wondering where their money went at the end of the year when the tax man cometh. This can sometimes be accomplished without clients reducing their standard of living or noticing a shift in their way of life.

Just by taking a disciplined approach at analyzing their costs with a fine-toothed comb we can ensure they aren’t overpaying for everyday goods and services.

GET IN TOUCH

You have your wealth for a reason; you’re disciplined with your money, and you know it’s important not to lose it.

At Legacy Wealth we help make sure you keep your money and develop a plan so you know exactly where that money is going, whether you use it in this life or not. We are very adept at helping create a will, trust, and estate plan so that your legacy can continue to live on.

To accomplish this we use a variety of tools, notably, our Retail Endowment Model™ and Integrated Options Portfolio strategies, both of which are designed to minimize risks while maximizing potential returns.

GET IN TOUCH

Our firm has worked with some of the biggest names in the healthcare industry for over 15 years. We understand the industry and the values held by providers.

We help our healthcare clients with ideas and strategies to run their practice more efficiently. We structure our providers’ investment portfolio in such a way that they are diversified away from the goons on Wall Street, and structure their portfolios to minimize exposure to Big Pharma and other industries that are incongruent with the healthcare lifestyle.

Our clients can rest easy knowing that they aren’t supporting the industries they don’t believe in, and that their portfolio value won’t be tossed about with every news cycle.

GET IN TOUCH

Business owners have a lot of hurdles to clear. They’re a target for everyone who has something to sell. They require a lot of time, effort, and resources to grow and scale their businesses, and they often don’t receive the assistance they deserve from their financial professionals.

We help business owners understand the timing and strategy to offer benefits for their employees so that there’s some glue in the seats, and there isn’t a revolving door for positions in the company. We help them plan proactively with business continuation and succession planning so that the owner will get full value out of their business when they are ready to ride off into the sunset, and the successor is provided with the best situation to make sure this business doesn’t die with the old owners.

With an eye on reducing their tax liability, we help them utilize deductions and other tax-minimizing strategies that are made available to all business owners, but very few are aware of.

We help business owners structure operation agreements and buy-sell agreements with their partners so that everyone can be comfortable with the arrangement prior to signing on the dotted line, and that it’s a win-win for everyone involved. We help business owners develop a plan to know what they need to do to grow and scale their business, so they can truly own the business instead of being owned by the business.

GET IN TOUCH

two people working on computers

You’ve worked hard for your money. Now you want to keep it.

We help clients keep more of the money they earn by helping them run their finances like a business does. We coach them on how to track their expenses and maintain a discipline to their budget so that they aren’t left wondering where their money went at the end of the year when the tax man cometh. This can sometimes be accomplished without clients reducing their standard of living or noticing a shift in their way of life.

Just by taking a disciplined approach at analyzing their costs with a fine-toothed comb we strive to ensure they aren’t overpaying for everyday goods and services.

GET IN TOUCH

You have your wealth for a reason; you’re disciplined with your money, and you know it’s important not to lose it.

At Legacy Wealth we help make sure you keep your money and develop a plan so you know exactly where that money is going, whether you use it in this life or not. We are very adept at helping create a will, trust, and estate plan so that your legacy can continue to live on.

To accomplish this we use a variety of tools, notably, our Retail Endowment Model™ and Integrated Options Portfolio strategies, both of which are designed to minimize risks while maximizing potential returns.

GET IN TOUCH

Our firm has worked with some of the biggest names in the healthcare industry for over 15 years. We understand the industry and the values held by providers.

We help our healthcare clients with ideas and strategies to run their practice more efficiently. We structure our providers’ investment portfolio in such a way that they are diversified away from the goons on Wall Street, and structure their portfolios to minimize exposure to Big Pharma and other industries that are incongruent with the healthcare lifestyle.

Our clients can rest easy knowing that they aren’t supporting the industries they don’t believe in, and that their portfolio value won’t be tossed about with every news cycle.

GET IN TOUCH

Business owners have a lot of hurdles to clear. They’re a target for everyone who has something to sell. They require a lot of time, effort, and resources to grow and scale their businesses, and they often don’t receive the assistance they deserve from their financial professionals.

We help business owners understand the timing and strategy to offer benefits for their employees so that there’s some glue in the seats, and there isn’t a revolving door for positions in the company. We help them plan proactively with business continuation and succession planning so that the owner will get full value out of their business when they are ready to ride off into the sunset, and the successor is provided with the best situation to make sure this business doesn’t die with the old owners.

With an eye on reducing their tax liability, we help them utilize deductions and other tax-minimizing strategies that are made available to all business owners that they may be unaware of.

We help business owners structure operation agreements and buy-sell agreements with their partners so that everyone can be comfortable with the arrangement prior to signing on the dotted line, and that it’s a win-win for everyone involved. We help business owners develop a plan to know what they need to do to grow and scale their business, so they can truly own the business instead of being owned by the business.

GET IN TOUCH