Legacy Wealth Advisors was founded to provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: The Distribution Phase. After years of hard work, diligent savings, and a focus on accumulating your retirement savings you need a specialist to help you draft your retirement blueprints. Social Security is a tax free benefit unless you disqualify yourself. We believe taxes are the 1 wealth eroding factors in retirement. Retirement is one of the only times you can really control your tax situation.
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Legacy Is More Than Money
The Legacy Group of Companies provides financial advice, consulting and family office services for an exclusive clientele of ultra-high net worth individuals and their families. Dedicated to serving the complex needs of ultra-high net worth individuals and their families, Mr. He then moved into the private banking and investment management space and began to focus on working with ultra-high net worth families. He is active in various philanthropic endeavors, including serving as a director of the Finker-Frenkel Family Foundation. Sinai Medical Center. Jason brings more than 15 years of experience in public equity, private equity, and venture capital investing to the team.
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I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals. Financial Advisor Fernando S. Ereneta, was named to list. See article by clicking here. Helping physicians address their unique needs.
Financial Planning for Families No matter what life stage you are in. Customized Solutions for Medical Professionals Helping you to build and manage a more profitable practice. Elite Team of Specialists Working together to help you achieve your goals. At Legacy Wealth Advisors, we are focused on providing clients with the knowledge and resources they need to make informed decisions and have a clear path to building their Legacy. We take the time, responsibility and pride in being able to provide our clients with an Elite Level of Service by guiding them with our team of Elite Advisors. We are a boutique Firm that works with individuals, families, businesses and institutional clients in a highly personalized, service-oriented fashion, to create a full comprehensive Financial Plan for them, and ultimately helping them to build and leave their Legacy. Securing Your Tomorrow.