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Legacy Wealth Advisors, LLC

EST. AUM
$132,310,152

CONTACTS
1

CLIENT ACCOUNTS
602

Firm Details

Metro area Detroit
CRD Number 281810
Website legacy-wealth.com
Client types

Overview

Legacy Wealth Advisors is a family-focused wealth management firm based in Clinton Township, Michigan. Specializing in comprehensive financial planning, they cater primarily to pre-retirees and retirees with investable assets of at least $500,000. Their services encompass portfolio management, retirement planning, tax optimization, and estate planning, all delivered with a commitment to transparency and client-first fiduciary responsibility

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Alternative Activity

Address

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

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