The Legacy Wealth Management Team
Legacy Wealth Management is a fully integrated financial planning and investment boutique, specializing in Total Wealthcare (TM).
At Legacy Wealth Management & Investment Planning Counsel, we make a commitment to the families, businesses and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your financial peace of mind, now and in future.
Over the past 23 years, we have developed a concierge financial planning service that provides clarity of financial goals, family philosophies, business needs, charitable pursuits and sound investment strategies. Wealth management, retirement lifestyle and estate planning strategies are key focus areas with special emphasis placed upon customized solutions and the ongoing financial security of our clients.
Financial Divorce Planning is a separate, but distinct business division. Working in conjunction with mediators and lawyers, we assist couples moving through the stages of separation and divorce to secure a satisfied financial agreement. Get to know The Legacy Wealth Managment Team