Executives

Wealth Management FOR EXECUTIVES

We work closely with highly-accomplished professionals whose financial lives are often complex, time-constrained, and tied to evolving compensation structures or business ownership interests. Our role is to provide strategic clarity—helping clients make informed decisions around income, investments, tax efficiency, asset protection, and long-term planning. Whether navigating equity compensation, planning for retirement, or managing multi-generational wealth, we bring deep experience and a highly personalized approach to each relationship.

WHO WE SERVE:

Attorneys and law firm partners with unique income and ownership structures

CPAs and accounting executives seeking objective guidance

Physicians managing high income and practice transitions

Financial services executives and investment bankers navigating regulatory, tax, and investment considerations

Corporate executives with equity compensation, stock options, and deferred compensation plans

Professionals preparing for retirement, succession, or second careers

Legacy Wealth Investment Counsel, LLC

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

949-867-7670 | info@legacywealthic.com

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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.

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.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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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PROFESSIONALS AND EXECUTIVES

Wealth Management FOR EXECUTIVES

WHO WE SERVE:

Professional oversight ensures that personal portfolios stay aligned, even when markets — or schedules — are not.

SERVICES FOR PROFESSIONALS & EXECUTIVES

DISCRETIONARY INVESTMENT MANAGEMENT

LIQUIDITY EVENT PLANNING

FAMILY WEALTH PLANNING

RETIREMENT & SUCCESSION PLANNING

INSURANCE & RISK MANAGEMENT

Questions? Contact us below!