Legacy Solutions, LLC

EST. AUM
$243,826,836

CONTACTS

CLIENT ACCOUNTS
729

Firm Details

Metro area Philadelphia
CRD Number 323360
Website legacysolutions.org
Client types

Overview

Legacy Solutions, LLC is an independent, SEC-registered investment adviser headquartered in Kennett Square, Pennsylvania. Founded as an independent planning practice in 2002 by Daniel Carmen Danese, the firm operates under a strict fiduciary standard and provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and business owners. Guided by a multi-generational leadership team, Legacy Solutions emphasizes personalized relationships and customized financial strategies designed to help clients achieve long-term goals. The firm offers discretionary portfolio management, cash-flow planning, and legacy planning services while utilizing open-architecture investment platforms and independent custodial relationships. Its investment philosophy focuses on diversified, long-term asset allocation through low-cost mutual funds, individual equities, and exchange-traded funds tailored to each client’s unique objectives and risk profile.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Legacy Solutions, LLC

Platform Details

Investment Preferences

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