Welcome to Legacy Wealth Advisors
A Registered Investment Advisory and Wealth Management Firm
Legacy Wealth Advisors is an independent registered investment advisory and wealth management firm located in the heart of Silicon Valley. Legacy was founded in 2000 to assist several clients who were seeking multi-family office & wealth management services. From the start, our mission has been to take care of the comprehensive financial, investment, estate planning and charitable planning needs of our high net worth families and institutional clients in a highly personalized, service-oriented fashion. Our preference is to utilize a team approach where we work closely with a client’s additional advisors including CPA’s and estate planning attorneys. Financial peace of mind for our clients is our ultimate goal.
While we focus on servicing clients throughout Silicon Valley and the San Francisco Bay Area, we also have several clients outside of California. Our clients come from a wide range of backgrounds that includes physicians, closely held business owners, corporate executives, entrepreneurs, retirees and real estate investors.
We have established long standing relationships with the physician community including many individuals and practices as well as medical organizations like the Santa Clara County Medical Association (SCCMA) and the Bureau of Medical Economics (BME). Since 2000, the SCCMA and BME have been institutional investment management clients of Legacy.
Our investment methodology is NOT one size fits all. We develop investment strategies which are tailored to each individual client’s unique circumstances. Several of our clients have multiple entities including partnerships, trusts and ERISA plans, all of which require specialized knowledge and a holistic cross disciplinary solution. In several cases we have assisted them with incorporating socially conscious and impact investing into their portfolios. Philosophically we subscribe to Modern Portfolio Theory (MPT) and the Endowment Model schools of investment thought. We also believe in a top down, global macro approach.