Legacy Wealth Advisors
@thelegacywealthadvisors.com
Work with an independent team of financial professionals to implement an effective succession plan for a smooth transition of wealth to the next generation.
Legacy Wealth Advisors's Company Logos
Legacy Wealth Advisors's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#0A6354
Deep Sea Green
10, 99, 84
170, 82, 21
90, 0, 15, 61
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#B48811
Sahara
180, 136, 17
44, 83, 39
0, 24, 91, 29
About Legacy Wealth Advisors
Legacy Wealth Advisors is an independent advisory firm that specializes in helping individuals and families smoothly transition their wealth to the next generation. Founded in 2020, the firm was created in response to the growing demand for highly professional independent advisors to support wealth preservation and succession planning. With over 30 years of experience in the finance and wealth management industry, the founders recognized the need for a holistic approach to help families preserve their wealth for generations to come.
Legacy Wealth Advisors offers a range of services including wealth management, succession planning, and family wellness. The firm's mission is to make a difference in their clients' lives by providing independent, holistic advice and putting clients back at the center of wealth management and legacy planning. With a dedicated team of experienced professionals, Legacy Wealth Advisors strives to give clients peace of mind, knowing they have a trusted partner working for them.
Whether you're looking for a prudent investment strategy or ready to create a robust succession plan, Legacy Wealth Advisors is here to help
