ATHLETES, ARTISTS & ENTERTAINERS
CUSTOM WEALTH PLANNING & FINANCIAL MANAGEMENT SERVICES SPECIFICALLY TAILORED TO THE UNIQUE NEEDS OF ATHLETES, ENTERTAINERS, ARTISTS & MEDIA PROFESSIONALS.
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ARTISTS & ENTERTAINERS
We specialize in advising artists, entertainers, and creative professionals, addressing the complexities of fluctuating income, intellectual property and legacy planning. Our tailored strategies are designed to preserve wealth, enhance financial flexibility, and support long-term success across generations.
PROFESSIONAL ATHLETES
We specialize in advising professional athletes, addressing the complexities of fluctuating income, short career windows, endorsements, and long-term legacy planning. Our tailored strategies help protect assets, optimize cash flow, minimize taxes, and build lasting financial independence beyond the playing field.
MEDIA PERSONALITIES
We specialize in advising media personalities, including TV personalities, social media influencers, and podcasters, with a focus on strategic wealth planning. We help our clients by providing the clarity and structure needed to build, protect, and sustain lasting financial security.
FINANCIAL PLANNING & CONSULTING
RISK MANAGEMENT
INVESTMENT PLANNING & CASH MANAGEMENT
CHARITABLE GIVING & PHILANTHROPY
ESTATE & LEGACY PLANNING
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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.
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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