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    • Home
    • Our Firm
      • About Us
      • Our Team
      • Office 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 & Owners
      • Private Organizations
      • Executives
      • Entertainers & Athletes
    • Client Login
      • Charles Schwab
      • Financial Planning Portal
  • Home
  • Our Firm
    • About Us
    • Our Team
    • Office 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 & Owners
    • Private Organizations
    • Executives
    • Entertainers & Athletes
  • Client Login
    • Charles Schwab
    • Financial Planning Portal

OUR OFFICES

ORANGE COUNTY

Our Newport Beach headquarters is rooted in the heart of the city’s vibrant coastal business community—placing us at the center of one of Southern California’s most dynamic economic regions. 

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

Office 949-867-7670 Fax 949-706-6132 info@legacywealthic.com

CENTURY CITY

Our Century City office sits in one of Los Angeles’ premier districts for business, entertainment, and finance—just minutes from Beverly Hills and the greater Westside. 

1801 Century Park East, Suite 2400, Los Angeles, CA 90067

Office 310-362-9168 Fax 949-706-6132 info@legacywealthic.com ❖ By Appointment Only ❖

To schedule an appointment or for additional information please contact our team below.

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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.  


 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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