Legacy Wealth Advisors, founded in 2000, is an independent fee only registered investment advisory and wealth management firm located in the heart of Silicon Valley. Legacy arose from our founder's experiences during the many years of managing his own family's investments, financial and estate planning, and philanthropic endeavors. From the start, our company mission has been to take care of the comprehensive needs of our high net worth, multi-family office, and institutional clients in a highly personalized, service-oriented fashion. Our areas of investment include, but are not limited to: ? Real estate ? Healthcare ? Biotech ? Socially Responsible Investing, Environmental Social Governance, or Impact Investing ? Passive index strategies ? Active alpha-generating strategies ? Tax efficient strategies, including parent-children step-up-in basis planning ? Diversifying concentrated positions in publicly held stocks, closely held businesses and/or real estate
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Legacy Wealth Advisors is a wealth manager based in San Jose, United States, managing approximately $110M in assets.
Legacy Wealth Advisors is headquartered in San Jose, United States.
Legacy Wealth Advisors manages approximately $110M in assets under management.
Legacy Wealth Advisors focuses on Growth Capital, Long-Term Investments, Philanthropy, Direct Investing, Legal & Tax Services, Charitable Investments, Socially Responsible Investments (SRI), Community & Social Welfare.
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