Legacy Wealth Investment Counsel, LLC is a boutique wealth management firm dedicated to serving the unique needs of affluent individuals, families, and organizations. We recognize that no two clients are alike and take pride in delivering highly personalized, relationship-driven advice tailored to each client’s unique vision, goals, and values.
As an independent, fee-only, fiduciary, our commitment is singular and unwavering: to act solely in the best interests of our clients. Our fiduciary duty is at the core of everything we do, ensuring that all advice remains objective, transparent, and fully aligned with client success. Unlike many firms, we are not influenced by proprietary products, commission structures, or outside interests—providing our clients with the assurance that their goals are the sole driver of every recommendation.
By combining personalized advisory services with institutional-grade investment access, we help our clients strategically grow, protect, and transfer wealth across generations. Our investment philosophy is rooted in disciplined asset allocation, rigorous due diligence, and proactive risk management—designed to navigate the complexities of evolving financial markets.
Our clients benefit from exclusive access to sophisticated planning tools, institutional-caliber investment research, and a broad spectrum of wealth management solutions typically reserved for large institutions. Whether addressing retirement planning, business succession, estate strategies, or philanthropic initiatives, we serve as a trusted advisor, delivering the clarity, confidence, and expertise necessary to build and sustain lasting legacies.
We address the sophisticated needs of our clients by combining institutional-level capabilities with a personalized wealth management experience.
Our clients have access to:
Through a network of premier institutional partnerships, we offer our clients exclusive access to resources traditionally only available to large-scale institutions. Learn more about how these partnerships strengthen our capabilities.
We believe successful wealth management is built on trusted relationships, deep planning expertise, and seamless execution. Our client experience is designed to guide you through every stage of the wealth management process - with a clear, structured approach focused on your long-term success.
Exceptional wealth management begins with trust, expertise, and a thoughtful process. Our approach is designed to support you at every stage, with clarity and purpose.
Legacy Wealth Investment Counsel, LLC
17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States
Copyright © 2025 Legacy Wealth Investment Counsel, LLC - All Rights Reserved.
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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.
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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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