Legacy Wealth Management

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126 N Washington St Unit 1
Boston, MA 02114
+1 (617) 517-0070

Legacy Wealth Advisors, located in Clinton Township, MI, specializes in comprehensive wealth management services tailored for retirees and pre-retirees. Their approach emphasizes personalized planning, focusing on clients' goals and aspirations for retirement while providing peace of mind regarding their financial futures.

The firm offers expertise in portfolio management, retirement planning, tax planning, and estate planning, working collaboratively to ensure a seamless integration of financial and estate strategies. By partnering with legal professionals, they aim to honor clients' intentions while maximizing efficiency and minimizing costs.

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