Founded in 2000, Legacy Wealth Management is a US-based Registered Investment Advisor (RIA) that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm is fee-only, avoiding commissions to ensure impartial advice. They offer a holistic approach to wealth management, integrating investment management with comprehensive financial planning services that cover retirement, estate planning, tax strategies, and risk management for a clientele of affluent families, individuals, and foundations.

Founded in

United States