Legacy Wealth Advisors, LLC is an **independent fee only registered investment advisory and wealth management firm** founded in 2000 and based in the heart of **Silicon Valley**. The company's mission is to cater to the comprehensive needs of high net worth, multi-family office, and institutional clients in a highly personalized, service-oriented manner. They employ a team approach, often collaborating with clients' additional advisors to develop long-term strategic plans and assist in their implementation.Legacy's areas of investment include **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, and diversifying concentrated positions in publicly held stocks, closely held businesses and/or real estate**.
Through an extensive discovery process, Legacy Wealth Advisors works closely with clients to **develop a diversified investment and financial plan tailored to their specific investment objectives and risk tolerances**.
Taxonomy:
investment advisory, high net worth, multi-family office, biotech, socially responsible investing, impact investing, tax efficient strategies, diversified investment, financial planning, retirement planning, estate planning
San Jose, United States
