custom wealth management and financial planning
Independent ❖ Fee-Only ❖ Fiduciary
Tailored Financial Advice Designed To Help You Navigate Your Complex Wealth Challenges
Wealth Management and Multi-Family Office Services For Founders, Families, Executives and Entertainment Professionals
Newport Beach ❖ Los Angeles
PRACTICE OVERVIEW
As an independent, fee-only wealth management firm, we provide tailored investment advisory and planning services to affluent families and businesses across the country. We specialize in providing fiduciary financial advice, custom portfolio strategies, and coordinated financial 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.
INDEPENDENT & FEE-ONLY
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.
A FIDUCIARY PARTNER
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.
YOUR PERSONAL CFO
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.
AWARD WINNING CAPABILITIES
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.
CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS
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.
CERTIFIED PRIVATE WEALTH ADVISOR® PRACTITIONERS
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.
CHARTERED FINANCIAL ANALYST® PROFESSIONALS
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.
OUR PROCESS
OUR WEALTH MANAGEMENT PROCESS
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.
INVESTMENT MANAGEMENT
Tailored investment strategies that carefully consider the risk, cost-effectiveness and tax implications of our clients.
FINANCIAL PLANNING
Wealth and tax planning services that address the complex financial circumstances and sophisticated needs of our clients.
ESTATE PLANNING & CONSULTING
Estate and legacy planning strategies designed to help our clients safeguard their assets while facilitating tax-efficient transfers to their heirs.
INSURANCE PLANNING
Risk management and insurance planning solutions tailored to meet the complex wealth preservation and asset protection needs of our clients.
