Legacy Private Wealth is an independent, fee-only wealth management firm that acts as a fiduciary for its clients, who primarily consist of high-net-worth individuals, families, and business owners. The firm focuses on building long-term relationships and creating customized financial strategies that cover retirement planning, investment management, estate planning, and risk management. Their stated mission is to provide objective advice and highly personalized service to help clients achieve their unique financial goals and build a lasting legacy.

Founded in

United States