Private Client

Private clients are individuals and families who have both a significant financial portfolio, but also require expertise and access to products and strategies beyond those available to the general market. Because of the size of their portfolios and net worth, private clients have a much more unique situation and require a much more customized solution for things like investment planning, tax planning and estate planning. Legacy Wealth Advisors has a special Private Client Team that works exclusively with the High Net Worth market to ensure their needs are met and they get the highest level of service. Our Private Client Team designs strategies tailored to meet each client’s specific objectives and portfolios are individually suited to their needs. Our clients are never put into a ‘one size fits all’ model and that personal attention is a key focus in providing a higher level of service.

Are You a Private Client?

Our Private Client Team works exclusively with High Net Worth clients and provides the expertise needed to deal with their unique situations. Below are a few questions that will give you an idea of if you would fall into the Private Client category.

– Do you have investable assets of $250,000 or more?

– Do you have a need of strategic Wealth Transfer to your heirs?

– Do you have multi-generational wealth needs that require specific attention or tax, trust and estate requirements?

– Do you require a dedicated team of professionals working with you to create a comprehensive Financial Plan?

If you answered ‘Yes’ to one or more of those questions, our team of Elite Financial Advisors can work with you to put together a customized solution. To start the conversation, click here for an Elite Financial Advisor to contact you.