custom wealth management and financial planning
Independent ❖ Fee-Only ❖ Fiduciary
Tailored Financial Advice Designed To Help You Navigate Your Complex Wealth Challenges
Tailored Financial Advice Designed To Help You Navigate Your Complex Wealth Challenges
Newport Beach ❖ Los Angeles
As an independent, fee-only wealth management firm, we provide tailored investment advisory, family office, and financial planning services to affluent families and businesses across the country. We specialize in providing fiduciary financial advice, custom portfolio strategies, and coordinated planning solutions to help preserve, grow, and transfer wealth across generations. We are Fiduciaries and always put our clients' interest above all else. We avoid conflicts of interest and offer objective, unbiased, advice.
We serve as independent and objective financial advisors. By eliminating outside influences, we are able to provide fully transparent, client-centered, solutions designed to address the unique goals of each of our clients. Our recommendations are based entirely on what is best for our clients, not on sales incentives or product affiliations.
We serve as Fiduciaries to all our clients. A fiduciary financial advisor is legally and ethically obligated to act in the best interests of their clients. This means they must prioritize their clients' financial well-being above their own interests or those of their firm. Fiduciary financial advisors are held to the highest standard.
We serve as Personal CFO's to the families we serve, bringing clarity, coordination, and strategy to every aspect of their financial lives. From investment management and tax planning to estate strategies and liquidity events, we act as a central point of guidance, integrating all elements of their wealth with the support of a trusted advisory network.
Legacy Wealth Investment Counsel is part of the Portside Wealth Group, recognized by InvestmentNews as one of the fasting growing wealth advisory groups in America. Through our strategic partnerships, our clients have access to a broad range of institutional-level capabilities, a best-in-class technology platform and a diverse range of equity, fixed income and alternative investment solutions.
Expertise You Can Trust
The CERTIFIED FINANCIAL PLANNER™ designation is the gold standard in financial planning. CFP® Professionals have met rigorous education, examination, experience and ethics requirements as set by the Certified Financial Planner Board of Standards. We provide a comprehensive planning process based on the Certified Financial Planner Board of Standards, and aimed at providing thorough, objective, and personalized financial advice and guidance tailored to each of our clients' unique circumstances.
The Certified Private Wealth Advisor® designation signifies specialized expertise in specifically addressing the unique and complex needs of high-net-worth individuals. CPWA® Practitioners have met rigorous education, examination, experience and ethics requirements as set by the Investments & Wealth Institute. Wealth managers who earn the CPWA® certification are equipped to design sophisticated planning strategies that reduce tax exposure, protect and monetize assets, optimize growth, and facilitate efficient wealth transfer across generations.
The Chartered Financial Analyst® designation is one of the most respected and globally recognized credentials in the investment management profession. Awarded by the CFA Institute, the designation signifies a deep commitment to professional excellence, rigorous analytical skill, and the highest standards of ethics and integrity. CFA® charterholders must successfully complete a series of intensive exams that cover a comprehensive body of knowledge, including portfolio management, equity and fixed income analysis, corporate finance and alternative investments.
You Built It. We'll Help Protect It.
In an ever-changing economic landscape, we help our clients navigate dynamic financial markets with confidence. By combining strategic planning with proactive investment management, we work to preserve and grow our clients' wealth, while adapting to new risks, opportunities, and life transitions. Through close collaboration and a long-term perspective, we aim to deliver lasting value and peace of mind. Learn more about our process and core services below.
Tailored investment strategies that carefully consider the risk, cost-effectiveness and tax implications of our clients.
Wealth and tax planning services that address the complex financial circumstances and sophisticated needs of our clients.
Estate and legacy planning strategies designed to help our clients safeguard their assets while facilitating tax-efficient transfers to their heirs.
Risk management and insurance planning solutions tailored to meet the complex wealth preservation and asset protection needs of our clients.
Investment consulting and strategic planning services designed to serve the complex needs of businesses, pensions, and charitable organizations.
Corporate Headquarters: 17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States
Legacy Wealth Investment Counsel, LLC
17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States
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THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION. THE OPINIONS EXPRESSED AND MATERIAL PROVIDED ARE FOR GENERAL INFORMATION, AND SHOULD NOT BE CONSIDERED A SOLICITATION FOR THE PURCHASE OR SALE OF ANY SECURITY.WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA) SUGGESTS THE FOLLOWING LINK AS AN EXTRA MEASURE TO SAFEGUARD YOUR DATA: DO NOT SELL MY PERSONAL INFORMATION.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
The Certified Private Wealth Advisor® (CPWA®) certification is a professional designation issued by the Investments & Wealth Institute® (the Institute). It is designed for financial professionals who work with high-net-worth clients. The CPWA® program provides advanced education in wealth management topics such as tax planning, estate planning, asset protection, charitable giving, and legacy planning.
Use of the CPWA® designation indicates that the advisor has met experience requirements, completed an executive education program, and passed a comprehensive examination administered by the Institute. Investments & Wealth Institute® owns the certification marks CPWA® and Certified Private Wealth Advisor® in the U.S. and other countries.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
INVESTMENT ADVISORY REPRESENTATIVES OF, AND INVESTMENT ADVISORY SERVICES THROUGH PORTSIDE WEALTH GROUP, LLC AN SEC REGISTERED INVESTMENT ADVISOR. PORTSIDE WEALTH GROUP, LLC AND THEIR REPRESENTATIVES DO NOT PROVIDE TAX OR LEGAL ADVICE. EACH FIRM ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED, OR IS EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. SEC REGISTRATION DOES NOT CONSTITUTE AN ENDORSEMENT OF THE FIRM BY THE COMMISSION, NOR DOES IT INDICATE THAT THE ADVISOR REFERENCED IN THIS DISCLOSURE HAS ATTAINED A PARTICULAR LEVEL OF SKILL OR ABILITY.
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