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What We Do For Individuals

Taking action, one plan at a time.

Lincoln once said, “Give me six hours to chop down a tree and I will spend the first four sharpening the ax.”  Financial planning requires precision and care.  We have built a team of ax sharpeners with diverse skillsets to ensure that your vision for your assets has the most effective plan behind it.  

Estate Planning

We leverage strategic partnerships within our network of board-certified estate planning attorneys to come up with a strategic, creative, and innovative estate plan.  We turn over every stone to find strategies that honor the legacy you want to leave to your heirs.  We plan for future contingencies in the market while keeping a careful eye on changes at the federal and state level that can impact your plan.  

Tax Planning

Legend Wealth works to shield your assets from burdensome taxes so that your wealth can flourish.  Our collaborative process includes tax experts who work in concert with our planning team to design clean strategies to help keep your assets working for you. 

Investment Management

Investments require persistent maintenance and oversight.  There is no successful investment strategy that employs a ‘set it and forget it’ approach.  For complete transparency, we employ 3rd party custodians, TD Ameritrade and Pershing to hold your account in your name.  We use leading-edge technology, tools, and years of experience to glean which way the wind is blowing, and adjust the sails accordingly.  

Life Insurance

Life insurance can be a bulwark against onerous estate taxes.  Tax-friendly benefits can help your heirs maintain your estate for generations to come.  Our deep relationships with industry-leading life insurance experts allow us to take a holistic approach to financial planning.  If life insurance is right for your portfolio, our team can leverage these relationships to fulfill their fiduciary responsibility to you.