Legacy Wealth Group

Legacy Wealth Group provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $67 million of discretionary client assets and serves both individual investors and institutional plan clients.

The firm follows a fiduciary, client‑specific approach that emphasizes strategic asset allocation, diversification, and tax‑aware investing, using mutual funds, ETFs, individual equities and fixed income, with alternatives and covered‑option strategies used when appropriate. Accounts are typically managed on a discretionary basis, reviewed at least annually, and custodied primarily through a major qualified custodian with attention to low‑cost share classes and tax efficiency.

Noteworthy aspects include formal affiliations with an accounting/tax practice and with licensed insurance and broker‑dealer activities, which allow coordination of tax, accounting, and insurance services but introduce disclosed conflicts of interest the firm says it manages and discloses to clients. The firm also offers pension consulting and works with retirement plans — services that are less common among similarly sized independent advisers — and is operated by multiple management principals rather than as a solo practitioner.