Legacy Wealth Management

Legacy Wealth Management is a Financial Consulting Firm committed to providing unparalleled financial advice to our clients. Our mission is to help our clients achieve and preserve financial integrity by earning their trust through knowledge, resources, and dedication to integrity. We strive to become our clients' trusted advisors by understanding their unique financial situations and providing customized investment solutions.

Our company is located in Mt. Pleasant, SC, and our team consists of experienced professionals with a "hands-on" approach to financial guidance. Our team members are knowledgeable, caring, and dedicated to helping you pursue your financial dreams. We work closely with you to keep you focused on your financial goals, advise you on the best path to achieve them, and remind you of the importance of maintaining a disciplined approach.

Services Offered

At Legacy Wealth Management, we offer a range of services that cater to your investment needs. Our services include:

• Investment Management: We provide personalized investment and preservation strategies that are designed to meet your specific financial goals. Our investment professionals will work closely with you to analyze your assets, allocate them appropriately, and manage them over time.
• Financial Planning: We offer financial planning services that help you identify your financial goals, develop a plan to achieve them, and monitor your progress over time. Our financial planning services include retirement planning, education planning, and estate planning.
• Tax Strategies: We offer tax planning services that are designed to minimize your tax liability and maximize your after-tax returns. Our tax professionals will work closely with you to develop a tax strategy that is tailored to your unique financial situation.
• Small Business Focus: We specialize in providing financial advice to small business owners. We understand the unique challenges that small business owners face and have the expertise to help you navigate them. Our small business services include retirement planning, succession planning, and business continuity planning.

Clear Vision & Direction

We have equipped our business with some of the most advanced technology available in the financial service industry. This technology allows us to provide our clients with personalized asset analysis, allocation, and investment services. We are committed to providing our clients with clear vision and direction when it comes to their financial future.

At Legacy Wealth Management, we are passionate about helping our clients achieve their financial goals. We believe that financial planning is a lifelong process, and we are committed to working closely with you every step of the way. Our team of dedicated professionals will work tirelessly to help you achieve your financial dreams.