Mission

Our legacy is built on

protecting yours.

Legacy Wealth Advisors provides professional and objective intergenerational wealth management advice and consulting services to an exclusive clientele of individuals and families with significant wealth. We act as a trusted partner to our clients and listen closely to understand their unique needs. 
With a deep background in strategic financial planning, we identify issues and create customized investment solutions for ordinary and uncommon life events. We deliver a client experience marked by excellence and enhanced with comprehensive family lifestyle services.