custom wealth management and financial planning
Independent | Fee-Only | Fiduciary
Tailored Financial Advice Designed To Help You Navigate Your Complex Wealth Challenges
FIRM OVERVIEW
We are an independent, fee-only, wealth management firm offering comprehensive investment advisory and financial planning services to affluent individuals, families and organizations throughout the country. We work with a wide variety of clients and provide sophisticated wealth planning solutions tailored to every need. We are Fiduciaries and always put our clients' interest above all else. We avoid conflicts of interest and offer objective, unbiased, advice.
INDEPENDENT & FEE-ONLY
We serve as independent and objective financial advisors. By eliminating outside influences, we are able to provide transparent, client-centered, solutions designed to address the unique goals of each of our clients. Our recommendations are based entirely on what is best for our clients, not on sales incentives or product affiliations.
A FIDUCIARY PARTNER
We serve as Fiduciaries to all our clients. A fiduciary financial advisor is legally and ethically obligated to act in the best interests of their clients. This means they must prioritize their clients' financial well-being above their own interests or those of their firm. Fiduciary financial advisors are held to the highest standard.
CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS
We are CERTIFIED FINANCIAL PLANNER™ Professionals. The CERTIFIED FINANCIAL PLANNER™ designation is the gold standard in financial planning. CFP® Professionals have met rigorous education, examination, experience and ethics requirements set by the Certified Financial Planner Board of Standards. We provide a comprehensive process, aimed at providing thorough, objective, and personalized financial advice and guidance tailored to each of our client's unique circumstances.
AWARD WINNING CAPABILITIES
Legacy Wealth Investment Counsel is a member of the Portside Wealth Group, a nationally recognized SEC- Registered Investment Advisor. Through our strategic partnerships, our clients have access to a broad range of institutional-level capabilities, a best-in-class technology platform and a diverse range of equity, fixed income and alternative investment solutions.
WHAT WE DO
INVESTMENT MANAGEMENT
Custom tailored investment strategies that carefully consider the risk, cost-effectiveness and tax implications of our clients.
FINANCIAL PLANNING
Financial, wealth and tax planning services that address the complex financial circumstances and sophisticated needs of our clients.
ESTATE PLANNING & CONSULTING
Estate and legacy planning strategies designed to help our clients safeguard their assets while facilitating tax-efficient transfers to their heirs.
INSURANCE PLANNING
Risk management and insurance planning solutions tailored to meet the complex wealth preservation and asset protection needs of our clients.
BUSINESS SERVICES
Custom asset management and planning solutions designed to meet the unique needs of businesses, pensions, governments and charitable organizations.
