401K-ADVICE-CENTER.COM

Legacy Wealth Advisors, Inc. is an independent fee-based, comprehensive Wealth Management and Financial Planning firm. As Independent Certified Financial Planners™ and Registered Investment Advisors, we bring a unique expertise and a highly personalized service to our clients.

Our service covers every aspect of Wealth Management and Financial Planning including Retirement Planning, Income Tax Planning, Investment Advisory Service, Estate & Trust Planning, Risk Management & Insurance, Philanthropy, and more.

How We Are Different:
Registered Investment Advisors, like attorneys, executors, and trustees, are legally deemed to be fiduciaries for their clients. Each is held to a higher standard of ethical conduct, and can face legal prosecution for not acting in their clients' best interest. Not so for brokers and registered representatives. Their fiduciary responsibility is to their employer. Each of our financial planners have achieved the prestigious Certified Financial Planner™ designation, which means that they have met the rigorous education, examination, experience and ethics requirements of the Certified Financial Planners™ Board of Standards.

Wealth Management:
Affluent individuals often need sophisticated advice and strategic guidance to capitalize on opportunities to preserve, grow and transfer their wealth. In addition, a desire exists within wealthy families to simplify the management of multigenerational needs and lessen the profound emotional impact of wealth on family members. Through the global resources of Legacy Wealth Advisors, Inc., your financial advisor can provide comprehensive, integrated Wealth Management strategies to address your needs including:

Investment Portfolio Management
Leaving a legacy
Directing personal assets
Optimizing philanthropic aspirations
Family business succession
Minimizing tax impact
Tax-sensitive asset management
Family Governance and Education
"Money’tizing" concentrated company stock positions
Concierge services

Fee-Based:
We offer our services on a fee-basis only. That means we do not accept any sales commissions. As an Independent Registered Investment Advisory Firm, we are fiduciaries for each client and, unlike brokers and registered representatives of brokers, we are legally bound to act in our clients' best interest at all times. Legacy works with each client ensuring the future they envision, defines the future they live.

Investment Approach:
We help each client develop a comprehensive financial plan. We implement their plan following a written Investment Policy Statement that has been co-defined by the client and advisor through the information gained during the financial planning process.