A community built on trust, alignment and access.
Born from the needs of a family with far-reaching holdings and generational priorities, we designed our family office to address the full spectrum of challenges in today’s increasingly complex world. Today, we extend that platform to a discerning community of like-minded families who face similar multifaceted complexity.
We believe the distinctive execution of traditional investment and wealth management services — portfolio management, financial planning, and tax and estate planning — is imperative but not sufficient.
Legacy was built to deliver more.
Our approach is grounded in real-world experience and continuously shaped by the evolving needs of the community we serve. Our solutions were forged from our own complexities; others are bespoke, developed in real-time partnership with clients to resolve sensitive or challenging matters.
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Legacy Wealth Advisors (“LWA”) is an SEC registered investment adviser. The publication of LWA’s website on the internet should not be construed by any consumer or prospective client as LWA’s solicitation or attempt to affect transactions in securities, or the rendering of personalized investment advice. A copy of LWA’s current written disclosure statement as set forth on Form ADV, discussing LWA’s business operations, services, and fees is available from LWA upon written request or by searching for the firm at adviserinfo.sec.gov. LWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.
LWA is not acting in the capacity or in lieu of a client’s attorneys nor accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. LWA recommends that you seek the advice of a licensed attorney and accountant.
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