Wealth Management and Advisory
At Legacy Wealth Management, we are proud of our specialization in private wealth management that is custom tailored to meet each client’s specific needs. We know that wealth management is more than just investment advice and that’s why we work side by side with our clients to encompass all areas of their financial plan, making sure they are up to date and moving forward in the direction that gives them the best opportunities to hit their goals. We work with high net worth clients including Attorneys, Doctors, Physicians, Athletes, and Business Owners and we help guide them through all stages of their investment, estate planning and retirement allocation strategies.
We understand higher net worth clients want credibility and quality not quantity with a personal relationship. Legacy Wealth Management can assist you by providing high quality information, consistently communicating with you and implementing a sound, robust financial plan that meets all your needs for the future.
Benefits of Wealth Management Planning Strategies from Legacy:
Personalized Financial Plan
Professionally managed accounts, specialized strategies & customized investment advice to fit your needs & financial goals.
Tax Efficient Investment Planning
Designed to reduce the impact of taxes on your portfolio.
Custom Plans with Low Expenses
Our mutual funds have asset allocation models with low cost management fees and global diversification to help balance long term risk.
Retirement accumulation & income, insurance, inheritance, estate planning, social security, healthcare, and education planning.
Fee Based Pricing & Solutions
Providing freedom to choose what is best for you.
Customized Client Data Portal
Legacy Client Portal software will allow you to view all your accounts in one location, securely. Even if they are not held at our firm.
Make Smart Financial Decisions:
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Greg Feese CRCP®, Registered Representative, Investment Adviser Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Adviser. PR Wealth Management Group, Inc., Legacy Wealth Management and Cambridge are not affiliated. 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.