Contact Legacy Edge
Get a custom proposalThis profile is unclaimed.
ClaimMaking you feel like you are the only client
For years we envisioned a financial planning practice that would allow us to focus on 3 areas that clients care most about:
1. Personalized Attention: Legacy Edge is structured to ensure every advisor has a limited number of clients they work with. Instead of prospecting, we focus our attention on diving deeper into the lives of our clients.
2. Easy: Legacy Edge partners with Charles Schwab to ensure every request is easy and our clients have a dedicated person to see it through to completion. There is no need to call an 800# and cutting-edge technology offers our clients unique tools.
3. Consensus Investment Expertise: Legacy Edge works with thought leadership at many top Investment Firms. In the current environment of high stock valuations and rising interest rates, we can expand beyond a model approach, using unique ideas to tailor each portfolio.
We serve as fiduciaries working with our clients to help with all their planning needs such as Investment Management, Income Generation and Estate Planning.
-
Min project size
Undisclosed
-
Hourly rate
Undisclosed
-
Employees
2 - 9
-
Locations
Syosset, NY
-
Year founded
Founded 2021
1 Locations
- Syosset , NY
Service Lines
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
Have you worked with Legacy Edge?
Share your experience working with Legacy Edge on a past project by leaving a review for buyers around the world
Locations (1)
Contact Legacy Edge
If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.
Sign in to see which brands trust Legacy Edge.
Get connected to see updates from Legacy Edge like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.