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
ASSET & INVESTMENT MANAGEMENT
OUTSOURCED CHIEF INVESTMENT OFFICER (OCIO) SERVICES
RISK MANAGEMENT & INSURANCE
BUSINESS SUCCESSION PLANNING
Questions? Contact us 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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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. SOME OF THIS MATERIAL WAS DEVELOPED AND PRODUCED BY FMG SUITE TO PROVIDE INFORMATION ON A TOPIC THAT MAY BE OF INTEREST. FMG SUITE IS NOT AFFILIATED WITH THE NAMED REPRESENTATIVE, BROKER - DEALER, STATE - OR SEC - REGISTERED INVESTMENT ADVISORY FIRM. 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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