RETIREES, INDIVIDUALS & FAMILIES
CUSTOM WEALTH MANAGEMENT DESIGNED TO ENHANCE FINANCIAL SECURITY, MAINTAIN LIFESTYLE GOALS & HELP NAVIGATE THE COMPLEXITIES INVOLVED IN PLANNING FOR RETIREMENT
RETIREES
For our clients in retirement or nearing retirement, we provide a comprehensive and personalized approach to retirement planning that takes into account not only their financial considerations but also their lifestyle preferences, health needs and unique circumstances.
FAMILIES & FAMILY OFFICES
We work with affluent families in providing comprehensive strategies designed to manage and preserve wealth across generations while also addressing the financial needs and aspirations of individual family members.
NEXT-GEN INVESTORS
For younger investors who are in the early stages of their careers or who may be inheriting wealth, we provide proactive wealth planning and guidance tailored to their unique circumstances and aspirations.
INVESTMENT PLANNING
RETIREMENT PLANNING
ESTATE PLANNING & WEALTH TRANSFER
TAX PLANNNING & OPTIMIZATION
CHARITABLE GIVING & PHILANTHROPY
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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.
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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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