Our team of wealth management professionals and partners bring decades of collective experience to help guide our clients through every financial milestone. With a deep understanding of market dynamics and a commitment to personalized service, we craft tailored strategies that address the unique goals of our clients
Founder & Managing Partner
Wealth Manager
Andres has over two decades of experience advising entrepreneurs, families and organizations on a broad array of complex financial advisory matters. Prior to founding Legacy Wealth Investment Counsel, Andres served as a Managing Director and Senior Wealth Advisor with Baker Tilly, a leading global tax and advisory firm. As a Senior Advisor with the firm’s Private Wealth Practice, Andres led advisory efforts across the Orange County and Los Angeles markets and served on the firm's Financial Planning Committee, where he specialized in developing tax-efficient wealth strategies for high net-worth families and closely-held businesses. His work centered on delivering fully integrated wealth management solutions through a multi-family office approach, focusing on investment management, tax and estate planning, business succession, lending advisory and multigenerational wealth planning. During his tenure, the firm’s Wealth Management Group was recognized as one of Accounting Today’s “Billion-Dollar Wealth Magnets,” an honor awarded to the nation’s top CPA-affiliated wealth advisors with more than $1 billion in assets under management. Prior to joining Baker Tilly, Andres spent over a decade in senior advisory roles at several leading financial institutions, including Morgan Stanley and Charles Schwab. Prior to his career in wealth management, Andres spent several years in the investment banking industry with Madison Street Capital and Houlihan Smith, where he advised middle market businesses on debt and equity capital raises and mergers and acquisitions. Andres began his career as a Summer Analyst with Salomon Smith Barney in Chicago.
Andres is a graduate of the Wealth Management Executive Program at the Yale School of Management and completed Postgraduate Studies in Finance and Economics at the University of Chicago. He holds an MBA in Finance and Strategic Management from the University of Illinois at Urbana-Champaign and Bachelor Degrees in Economics and Philosophy from Loyola University Chicago. He also earned a Certificate in Personal Financial Planning from UCLA. Andres attended the United States Naval Academy Prep School in Newport, Rhode Island, receiving a U.S. congressional nomination from the Honorable Ronald D. Coleman. Andres is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with FINRA Series 7 and 66 securities licenses. He holds Life, Health, and Variable Annuity insurance licenses (CA #0I84082). Andres remains actively engaged with the University of Chicago Alumni Club of Los Angeles and the Gies Business Alumni Association, and previously served on the Alumni Advisory Board at Loyola University Chicago. He is also an active member of the Investments and Wealth Institute and the Newport Beach Chamber of Commerce.
Chief Investment Officer
Based in Philadelphia, Tim works with Legacy Wealth Investment Counsel as an Outsourced Chief Investment Officer where he helps drive the firm's investment strategy and asset allocation decisions. Tim also provides guidance on macroeconomic and market-related developments and expertise on global public equity markets. Currently the Deputy Chief Investment Officer at Orion, Tim was previously the Global Investment Strategist for Brinker Capital and was named Chief Investment Officer at Orion following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies.
Tim holds a Bachelor of Arts in Political Science from Drew University. Additionally, he holds a FINRA Series 65 securities license, the Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Philadelphia. Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and the Financial Times.
Fixed Income Strategist
Portfolio Manager
Based in Los Angeles, Mark brings over 25 years of experience in fixed income and portfolio strategy, with deep expertise in income-generating investments and tax-aware planning. He specializes in taxable and municipal fixed income strategies and provides guidance on the firm’s custom index solutions. In addition to his advisory role, Mark serves as an External Portfolio Manager with Townsquare Capital, where he collaborates with institutional fixed income managers nationwide to design customized portfolio solutions for high-net-worth families, family offices, and nonprofit organizations. Mark began his career at RNC Genter Capital Management, a Los Angeles-based SEC Registered Investment Advisor, where he spent 17 years serving as Vice President and Western Region Director in the Institutional Division. During his tenure at RNC Genter, he advised ultra-high-net-worth individuals and institutional clients on a broad range of fixed income strategies tailored to their income, liquidity, and risk management objectives.
Mark holds a Bachelor of Science in Biology from UCLA. Additionally, Mark holds FINRA Series 6, 65 and 63 Securities Licenses.
Chief Compliance Officer
A co-founder of Portside Wealth Group, Staci brings over 20 years of management and supervision experience, and prides herself in having developed and implemented robust compliance, risk assessment, advertising, supervisory, and training and monitoring programs. Staci has successfully guided broker/dealer and RIA firms through many regulatory audits.
Staci has earned FINRA Series 24, 7, 63, 66 and 53 securities licenses, along with successfully earning the CRCP (Certified Regulatory Compliance Professional)® designation.
Chief Operations Officer
A co-founder of Portside Wealth Group, Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses’ operations. Prior to that, Will served in the Army for 9 years.
Will holds a Bachelor Degree in International Relations from BYU. Additionally, Will is a FINRA Series 66 licensed financial professional, and also holds the PMP (Project Management Professional)® designation
Private Wealth Analyst
Based in Los Angeles, Isabella collaborates closely with the firm’s Principals and Senior Advisors to support the firm's business development efforts, client service initiatives, and strategic growth projects. Isabella is also actively involved in the Bellwether Asset Management Women’s Mentorship Program and is a member of the USC Marshall Real Estate Finance Association. Isabella previously worked in real estate development in Los Angeles.
Isabella is currently pursuing a Bachelor of Science in Real Estate and Business Finance at the USC Sol Price School of Public Policy.
Front Office Administrator
Based in Orange County, Sarah provides front desk coverage and support for the firm's Newport Beach Headquarters. She also serves as the Executive Suites Manager for the LFC Group of Companies.
Sarah holds a Bachelor of Arts from American University in Washington DC. She also studied Digital Marketing and Communications at the University of California at Davis.
Front Desk Receptionist
Sarah provides front desk coverage for the firm's Century City office in Los Angeles.
Senior Portfolio Strategist
Chris is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ Professional. He is a graduate of Brigham Young University.
Director of Fixed Income Strategies
Monica is a Chartered Financial Analyst®, a Certified Public Accountant and a Chartered Global Management Accountant. She is a graduate of Louisiana State University.
Senior Investment Strategist
Cody is a CERTIFIED FINANCIAL PLANNER™ Professional and holds a Master of Finance from the University of Utah, Eccles School of Business. He is also a graduate of Utah State University.
Senior Fixed Income Analyst
Taylor holds a Master of Financial Economics and is a graduate of Utah State University.
Manager of Portfolio Strategy
Ian is a graduate of Westminster University.
Senior Fixed Income Analyst
Samantha is a graduate of Utah State University.
Disclaimer:
Andres Guzman is registered as an Investment Advisor Representative of Portside Wealth Group, LLC, an SEC-Registered Investment Advisor.
All named entities listed are unaffiliated.
Legacy Wealth Investment Counsel, LLC
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