Wealth Management Advisory Services
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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Legacy Wealth Management Group
Greg Feese CRPC®, Investment Advisor Representative. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Advisor. PR Wealth Management Group, Inc., a Registered Investment Adviser, doing business as Legacy Wealth Management Group of Las Vegas, LLC. PR Wealth Management Group, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. This is not a solicitation for sale of securities in any jurisdiction.. The investment advisory 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.
© 2018 Legacy Wealth Management Group Las Vegas LLC.
Notice and Disclaimer
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.