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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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Syosset, NY
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Year founded
Founded 2021
1 Locations
- Syosset , NY
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