Legacy Wealth Management

Who We Are

Legacy Wealth Advisors is a boutique wealth management firm in Clinton Township, Michigan, dedicated to guiding individuals toward a secure and fulfilling retirement. We believe in personalized financial planning, prioritizing long-term relationships with our clients and understanding their unique goals and anxieties.

Our Approach

Our comprehensive approach to wealth management involves:

• Transparency: We provide clear and concise information about our process and fees.
• Proactiveness: We take initiative to address potential issues and opportunities.
• Client-centeredness: We actively listen to your concerns and aspirations to create a personalized plan.

Our Services

We offer a wide range of services tailored to meet your specific needs, including:

Portfolio Management

• Development of a personalized investment strategy aligned with your risk tolerance and goals.
• Regular portfolio reviews and rebalancing to ensure alignment with your evolving needs.

Retirement Planning

• Comprehensive analysis of your retirement accounts and income sources.
• personalized planning to maximize your retirement savings and minimize taxation.

Tax Planning

• Identifying potential tax savings opportunities across your financial plan.
• Working with you to implement strategies that minimize your tax burden.

Estate Planning

• Collaborating with our partner law firm, Stewart and Bruss, PC, to create a comprehensive estate plan that aligns with your financial and personal goals.

Areas of Expertise

• Portfolio Management
• Retirement Planning
• Tax Planning
• Estate Planning

Why Choose Legacy Wealth Advisors?

• Personalized attention: We dedicate time to understanding your individual situation and goals.
• Experience and expertise: Our team consists of highly qualified professionals with extensive experience in wealth management.
• Long-term focus: We are committed to building a lasting relationship with you, reviewing and adjusting your plan over time.

Schedule Your Consultation Today

If you are seeking a caring and experienced partner to guide you towards financial security in retirement, contact Legacy Wealth Advisors today for a complimentary consultation.