Our Mission & Values

OUR VALUES

Our core values are the foundation of who we are. They guide our culture, shape how we serve our clients, and ensure that every decision reflects our unwavering commitment to integrity, transparency and long-term stewardship.

INTEGRITY

We believe in having character, courage and honesty in every interaction with our clients.

CLIENT FOCUSED

We prioritize the best interests of our client at all times and are committed to helping our clients achieve their financial goals with integrity and professionalism.

COMPETENCE & PROFESSIONALISM

We believe in maintaining the knowledge, skills, ethical standards and commitment necessary to serve the best interest of our clients.

OBJECTIVITY & INDEPENDENCE

We maintain a clear focus on serving our clients' needs objectively, without conflicts of interest, and with a commitment to delivering unbiased advice.

ACCOUNTABILITY

We believe in holding ourselves and our partners accountable at all times. If we make a commitment - we will honor it. If our client is not 100% satisfied with our service - we will fix it.

COMMUNICATION & TRANSPARENCY

We believe in open and honest communications with our clients - at all times. We believe in providing clear explanations, regular reviews and offering timely responses to every client inquiry.

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.

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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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OUR MISSION

OUR VALUES

Stewardship means acting with integrity and objectivity, serving as a trusted advisor through every stage of the wealth journey, always aligned with the best interests of the clients we serve.

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