Legacy Wealth Advisors

Financial Planning for Families No matter what life
stage you are in

We Help Families

Legacy Wealth Advisors

Customized Solutions for Medical Professionals Helping
you to build and manage a more profitable practice

We Help Medical Professionals

Legacy Wealth Advisors

Elite Team of Specialists Working together to help you
achieve your goals

We Help Business Owners

Legacy Wealth Advisors

Enriching Your Today. Securing Your Tomorrow™

At Legacy Wealth Advisors, we are focused on providing clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. We take the time, responsibility and pride in being able to provide our clients with an Elite Level of Service by guiding them with our team of Elite Advisors.

We are a boutique Firm that works with individuals, families, businesses and institutional clients in a highly personalized, service-oriented fashion, to create a full comprehensive Financial Plan for them, and ultimately helping them to build and leave their Legacy.

Our Firm and Advisors hold dear to them the foundation and mission of the company, which is, ‘Enriching Your Today. Securing Your Tomorrow.’

Legacy Wealth Advisors is a completely client-focused financial services company founded on the principals of providing clients with an Elite Advisory experience, while empowering them to achieve financial independence. We are focused on providing clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. We use a customer relationship model which enables us to put our clients first and provide them with experienced financial advice and a personalized strategy to help them achieve their goals.

Our advisors are expected to maintain the highest level of integrity, while maintaining both an ethical and fiduciary responsibility in assisting you in designing and building your Legacy. What Makes Us Unique? Legacy Wealth Advisors is based on the foundation of providing our clients with an Elite Advisory experience. We take the time to know and understand our clients, and our consultant based approach enables us to establish a customized strategy for them, which helps them achieve their goals and dreams. We believe that we are changing the way the industry does business by providing our clients with value, while keeping their interest as the top priority. Working in teams allows our clients to get the best advice along with the best support system for their individual customized strategy.

Being an independent firm allows us to service our clients to the highest level, and find the most suitable solutions for them. Our team of Elite Advisors hold strong to themselves a sense of maintaining a fiduciary responsibility, which prompts them to provide a higher Level of Service to our clients.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Insurance Planning

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Retirement Planning

Customized solutions based on you, plans for to accumulate and protect your wealth.