Icon Wealth & Legacy Partners

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5057 Matilija Ave
Sherman Oaks, CA 91423
+1 (818) 981-7184
https://www.iconwlp.com

ICON Wealth & Legacy Partners, located in Sherman Oaks, CA, specializes in wealth preservation strategies tailored for families. Led by Heath Goldman, who is duly licensed for securities, investment advisory, and insurance business in California, the firm ensures compliance with state-specific regulations for financial services.

As a registered broker-dealer and investment adviser, ICON Wealth & Legacy Partners operates under the umbrella of World Equity Group Inc., which is licensed to offer securities and advisory services across all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Although affiliated with World Equity Group Inc., ICON Wealth & Legacy Partners maintains its independence in management and operations.

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