Professional Wealth Management & Financial Advisors in Las Vegas
Wealth Management & Retirement Planning
Legacy Wealth Management provides comprehensive holistic wealth management, retirement and estate planning and life planning focused on wealth preservation for generations to follow. Working with a safe and trustworthy wealth manager is paramount, and clients often rely on frequent interactions to evaluate whether their financial advisor will meet their long term planning needs. Legacy Wealth Management Group will not only customize your retirement portfolio to fit your needs, risk tolerance, and goals but we will always educate you on why this plan was designed specifically for you. Financial Advisors at Legacy Wealth Management Group spend the time to get to know you, we take a comprehensive analysis and provide a unique investment strategy designed to meet each clients specific goals and planning objectives. Our portfolio construction process is designed around methods and research use by Noble Prize winner Eugene Fama through Dimensional Fund Advisors; DFA. Our portfolio’s are designed around low costs & tax efficiency while utilizing investment strategies that have been time tested through multiple economic changes to ensure proper asset allocation of your investment portfolio.
Wealth provides you with a great deal of opportunity; however, it also creates a variety of important questions. Do you have a wealth management plan, a properly allocated retirement plan that you can understand; one that will last you through the wide range of market swings? Do you understand how to diversify and use strategies that are proven through academics? Are you taking the correct approach to tax strategies and estate planning? Does your financial advisor review your entire portfolio and manage your risk on all your investments? We ask a lot of questions so we can get to know you and what your goals truly will be, we want to help you make smart investment and insurance decisions THE FIRST TIME! Let’s put you in a position so you never have to worry about repeating the process again.
Here are some additional questions you should ask yourself about you and your current financial adviser:
- How did you choose your investments?
- Who decided the allocation in your IRA or 401k?
- What’s your risk tolerance during a bear market?
- Do you feel confident in the investment advice you have received?
- Is your portfolio properly diversified?
- What is the best strategy to minimize estate taxes or avoid probate?
- Is your financial advisor asking you all the right questions?
Legacy wealth financial advisors will take the time to get to know you, what your financial goals and dreams consist of and then implement a plan you can understand and stick with. Although we will educate you and walk you through what we do, we realize it’s our job to know what to do and what kind of portfolio you need. So we build a level trust so you don’t have to worry about what you know only that you trust us to provide the outcome you are seeking. We will show you how to minimize risks, reduce debts, and grow and protect your wealth; all while making sure you do not have to repeat that process again.
Legacy Wealth Management Group provides comprehensive fee-based wealth management & advisory services. We provide professional asset allocation management, investment services, portfolio analysis, life insurance, disability insurance, and long term care assessment, estate planning and retirement planning strategies to higher income professionals, business owners, athletes and other individuals. We will work with you on your personalized plan by scheduling regular reviews and making sure you have ongoing support during every stage before and during retirement.
Legacy Wealth Services
Wealth management is all about transparency, accountability and taking ownership of your financial future. You’ve worked hard for your wealth why pay excessive fees and expenses to add risk and likely little to no value to your portfolio? Proper diversification gives you a volatility reduction and reduces unnecessary risk if your investment portfolio. We are committed to our clients and understand you need a financial advisor you can trust and retain that trust by making solid economic rationale and empirical research.
As a key and essential component to our business philosophy, Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive retirement & financial planning to families, professionals, athletes & business owners. This all encompassing plan may start at Wealth Management & investment advice but it never ends there. We are committed to provide the full spectrum of services that all play important roles in your financial planning.
Benefits of Wealth Management Planning Strategies from Legacy:
Personalized Financial Plan
Retirement plan customized to fit your needs & financial goals.
Tax Efficient Investment Planning
Designed to reduce the impact of taxes on your investment portfolio.
Custom Plans with Low Expenses
The mutual fund products we utilize have asset allocation models with global diversification to help balance long term risk & minimize management fees.
Retirement accumulation & income, life insurance, disability insurance, inheritance, estate planning, social security, healthcare, and college education planning.
Fee Based Pricing & Solutions
Providing freedom to choose what retirement strategy is best for you, our clients while setting a Fiduciary standard in what we do.
Customized Client Data Portal
Legacy Client Portal software, which is coming soon will allow you to view all your accounts in one location, securely. Even if those accounts are not held at our firm. Track all your 401Ks, IRAs, brokerage, & even bank accounts securely!
News and Articles
I have found that majority of my clients do not believe they need a trust, even with a net worth exceeding $1M. Why would you? The current 2017 estate and gift tax exemption is $5.49M or $11M for married couples and not all clients exceed that. Most clients…read more
Morningstar recently issued a new Stewardship Grade for DFA. The firm’s overall grade–which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history–is an A. What follows…read more
The fastest growing major mutual-fund company in the U.S. isn’t strictly an active or passive investor. It is both. Dimensional Fund Advisors LP, or DFA, is the sixth-largest mutual-fund manager, up from eighth a year ago, according to Morningstar Inc., drawing nearly $2 billion…read more
With less than one week prior to many of you heading out to the polls to cast your votes I know some have concerns and feel a bit of tension towards the market. With the choices we have as candidates I cannot help but understand why you feel this way. With that said…read more
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Legacy Wealth Management Group
Greg Feese CRCP®, Investment Adviser Representative SIPC. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Adviser, doing business as Legacy Wealth Management Group of Las Vegas, LLC. Greg Feese is securities licensed in Nevada, Arkansas, New York, Illinois, Minnesota, Florida, Georgia, Wisconsin, Washington, Texas and Colorado. This is not a solicitation for sale of securities in any jurisdiction. The registered representatives or investment adviser representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
© 2017 Legacy Wealth Management Group Las Vegas LLC.
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