LEGACY WEALTH ADVISORS, LLC

Overview

Legacy Wealth Advisors, LLC is an independent registered investment adviser that serves individual and family clients with a compact advisory platform. The firm acts as a capital allocator, combining discretionary portfolio management with financial planning and select consulting services. It supplements advisory work with related business activities — real estate brokerage, insurance brokerage and accounting — which suggests an integrated approach to client needs where property transactions, insurance placement and tax/accounting considerations can be coordinated alongside investment advice. Investment activity shows a clear preference for exchange-traded equities as the primary sleeve within managed portfolios, supplemented by traditional pooled vehicles and fixed-income exposures. The firm offers portfolio management for individuals and small businesses, plus financial planning, pension consulting support and selection-of-other-advisers services. Educational seminars and workshops are part of their client engagement mix, indicating a focus on ongoing client education and relationship development.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices