Building Your Legacy With Confidence
Empowering individuals, families, and business owners to secure their financial future with personalized elite services.
Enriching Your Today. Securing Your Tomorrow.™
WHY LEGACY WEALTH ADVISORS
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 fully independent 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.’
Addressing Financial Concerns
Wealth Management
Tailored wealth management planning strategies designed to optimize growth, mitigate risks, and achieve long-term financial goals, ensuring our clients' assets are managed with diligence and expertise.
Legacy Planning
Comprehensive legacy planning to help clients preserve and pass on their wealth and values to future generations, ensuring a lasting impact that extends beyond their lifetime.
Tax Planning
Using effective strategies to ensure all elements of your plan work together, to reduce how much you pay in taxes now and in the future.
Retirement Planning
Personalized retirement planning services to help clients navigate their financial future with confidence, ensuring they achieve their retirement goals and enjoy a secure and fulfilling life after work.
Debt Management
Effective debt management strategies and systematic elimination plans tailored to liberate our clients from financial burdens, fostering a path towards long-term financial freedom.
Insurance Planning
Comprehensive insurance planning solutions designed to safeguard our clients' financial future, ensuring they are prepared for life's unexpected challenges with confidence and peace of mind
Education Planning
Strategic education savings planning to help families prepare financially for their children's future educational needs, ensuring they can pursue their dreams without financial constraints
Charitable Giving
Strategic guidance on charitable giving, helping clients maximize their philanthropic impact while aligning with their financial goals and values
The Process
Your Situation
We take the time to understand you, including your goals, stresses, pain points, as well as an analysis of your overall financial situation.
Your Plan
Ongoing monitoring and regular review of the plan will ensure that, not only are you on track to achieve all your goals, but also, as your situation changes, so does your plan.
Monitor & Review
We provide you with a custom Financial Plan to achieve your goals and address your concerns, as well as step by step guidance on how to execute it. Once implemented, we review and adjust as your life changes.
What do our clients have to say?
-
“I’ve never had a financial planner so invested in the best interest of their clients. My planner has helped me in renewing my home mortgage and getting my family setup for all our insurance needs, as well as helping us with our investments. He has been with me since 2005 for all my necessary obligatory needs such as working with a lawyer to help us in setting up family Wills. He is very well connected and my current accountant, lawyers and my entire support team is through His referrals. He has genuinely shown interest in my businesses by setting up potential buyers. He realizes that my success is also his success. Thank you!!
Jas Combow RPH. Bsc.Pharm
-
My planner is one of the most reliable and educated people out there when it comes to investments, mortgages, general strategies, risk-analysis, and real-estate. Easy to talk to, funny, but also really professional and helpful. Would highly recommend Legacy Wealth Advisors!"
Nish T, RN
-
Through his experience as a Certified Financial Planner, my planner has been providing me with both breadth and depth of financial strategies tailored to suit my needs. I have benefited greatly from his thoroughness. He has performed deep dives into my financial situation and provided the advice that I need to make wise financial decisions. Furthermore, I appreciate that he is not ‘pushy’ but allows me the time to think and process through the information before committing to a strategy. I highly recommend Legacy Wealth Advisors to anyone seeking wise financial guidance.
H Chen, MSc
Recent Insights
Facing unexpected financial emergencies? An emergency fund acts as your financial safety net, ensuring peace of mind without dipping into savings or incurring debt. Start small, build steadily.