Beyond Wealth. Your Legacy.
Wealth management for affluent families is a collaborative effort by a team of professionals. We act as your "family office" – coordinating with legal, insurance, estate, business, and tax specialists to align interests, smooth transitions, and execute a plan for your lasting legacy.
Our Story“Someone is sitting in the shade today because someone planted a tree a long time ago.”
When it comes to managing wealth, affluent families, entrepreneurs, and business executives have complex needs. The question often arises: Which wealth management firm has the right match of resources, experience, and services to help meet our personal and investment needs?
Custom Solutions for a Complex Financial World
Your family's wealth plan should be tailored to fit your unique circumstances. We take great care in considering your values, interests, and special characteristics in building a plan that preserves and grows your wealth for generations to come. With years of experience in managing substantial wealth, we see ourselves as a family office team that brings institutional experience, financial knowledge, and dedicated client service to the table. We offer sophisticated investment management, financial counsel, and family governance strategies that work to facilitate family engagement and education. Our focus is on being true stewards of your wealth and working with your best interests in mind.
Acting as your centralized office, we work seamlessly with knowledgeable specialists as needed to help ensure your interests are aligned, transitions are smooth, and your lasting legacy is executed as per your expectations.
Forbes Best-In-State Wealth Management Teams 2024
For the second year in a row, we are honored to announce that Legacy Wealth Management has received the Forbes Best-In-State Wealth Management Teams recognition (2024 & 2023). We believe this accolade represents our professionals that come to work every day with one goal in mind – helping our clients succeed.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
More Accolades & Credentials