Legacy Wealth Investment Counsel, LLC is an independent, fee-only, wealth management firm committed to providing custom tailored solutions designed to help our clients grow, manage and preserve their wealth.
We offer a client-centric approach and a personalized white-glove service experience, with access to a broad array of institutional-class investment and planning capabilities.
We provide our clients a wide range of services including tax-efficient investment management, financial planning, estate planning, business consulting and insurance solutions.
Our team of wealth management professionals and partners bring decades of collective experience to help guide our clients through every financial milestone. With a deep understanding of market dynamics and a commitment to personalized service, we craft tailored strategies that address the sophisticated needs of our clients.
We are Fiduciaries and always put our clients' interest above all else.
We address the sophisticated needs of our clients by combining institutional-level capabilities with a personalized wealth management experience.
Our clients have access to:
Legacy Wealth Investment Counsel is a proud member of the Portside Wealth Group - an SEC-Registered Investment Advisor. Learn more about our partnerships below.
Legacy Wealth Investment Counsel, LLC
17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States
Copyright © 2024 Legacy Wealth Investment Counsel, LLC - All Rights Reserved.
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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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