General Info

By Managing Wealth by DesignTM, we develop investment strategies, which are unique to each client. We employ tools such as questionnaires and extensive interviews to determine appropriate return expectations and risk tolerances. In addition, we analyze macroeconomic and financial market trends. With this top-down approach, we assess how they may affect individual client portfolios.The Legacy Wealth Distribution Process allows us to assist our clients on how to transfer their wealth to loved ones and preferred charities. We work closely with estate planning attorneys, community foundations and other 501 ( c ) to achieve these objectives.Legacy Wealth Advisors offers no tax or accounting services, although the principal of Legacy is a CPA, PFS. Clients are required to have their own CPA. We often work closely with the client' ; s attorneys and CPA' ; s to forge integrated and cohesive plans.Legacy Wealth Advisors was selected by Goldline Research as one of the leading wealth management firms in Northern California and was featured in Forbes Magazine. The Principal of the firm was also named to the Medical Economics 2006 and 2008 Top 150 Financial Advisors list in the country.