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    • Home
    • Our Firm
      • About Us
      • Our Team
      • Locations
      • Our Values
      • Our Partners
      • FAQ
    • WHAT WE DO
      • Investment Management
      • Financial Planning
      • Estate Planning
      • Insurance Planning
      • Business Consulting
    • WHO WE SERVE
      • Individuals & Families
      • Entrepreneurs
      • Businesses
      • Professionals
      • Athletes & Entertainers
    • Client Login
      • Charles Schwab
      • Financial Planning Portal
  • Home
  • Our Firm
    • About Us
    • Our Team
    • Locations
    • Our Values
    • Our Partners
    • FAQ
  • WHAT WE DO
    • Investment Management
    • Financial Planning
    • Estate Planning
    • Insurance Planning
    • Business Consulting
  • WHO WE SERVE
    • Individuals & Families
    • Entrepreneurs
    • Businesses
    • Professionals
    • Athletes & Entertainers
  • Client Login
    • Charles Schwab
    • Financial Planning Portal

BUSINESSES & ORGANIZATIONS

MULTI-DIMENSIONAL WEALTH MANAGEMENT SERVICES FOR BUSINESSES & ORGANIZATIONS THAT INTEGRATES FINANCIAL PLANNING, INVESTMENT MANAGEMENT, RISK MITIGATION & STRATEGIC ADVISORY

PRIVATELY-HELD BUSINESSES

 We provide custom wealth management strategies for private businesses designed to optimize financial resources and mitigate risks while also taking into consideration long-term growth and succession plans. 

PENSION FUNDS

 We work with pension funds to provide strategic investment management and asset allocation solutions aimed at maximizing returns within acceptable risk parameters.

FOUNDATIONS, ENDOWMENTS & CHARITIES

We provide wealth management and strategic financial planning solutions to charitable organizations aimed at preserving and growing assets while fulfilling their philanthropic missions.

GOVERNMENTS & MUNICIPALITIES

We provide investment and treasury management solutions to government agencies designed to safeguard public funds while optimizing investment returns. 

CASH MANAGEMENT

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ASSET & INVESTMENT MANAGEMENT

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OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO) SERVICES

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RISK MANAGEMENT & INSURANCE

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BUSINESS SUCCESSION PLANNING

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Questions? Contact us below!

Contact Us
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Legacy Wealth Investment Counsel, LLC

17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States

949-867-7670 | info@legacywealthic.com

Copyright © 2025 Legacy Wealth Investment Counsel, LLC - All Rights Reserved.


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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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