Welcome to Legacy Wealth Advisors

Legacy Wealth Advisors provides financial and fiduciary services in a multi-family office environment to a limited number of high net-worth individuals and their families. Coupling a thoughtful planning experience with dynamic strategies, we deliver client success and growth in a continuously evolving complex world. As trusted partners of our clients, Legacy Wealth Advisors evaluates and employs bespoke solutions that address our client families’ unique needs.