About

Legacy Wealth Investment Counsel, LLC is an independent, fee-only wealth management firm dedicated to delivering integrated, planning-led solutions designed to address the complexities of modern wealth. We specialize in helping our clients grow, manage, and preserve their wealth through every stage of life and across generations. 

We offer a comprehensive suite of services, including: 

• Tax-efficient Investment Management 

• Financial Planning 

• Estate and Legacy Planning 

• Insurance Planning 

• Family Office Services 

• Business Consulting 

All designed to meet the complex needs of today’s high-net-worth families. 

Whether you're navigating a major liquidity event, preparing for succession, or planning a multigenerational wealth transfer, we provide the clarity and confidence needed to make informed decisions. Our team of seasoned professionals and strategic partners brings decades of collective experience, combining deep technical expertise with a relationship-driven approach. We pride ourselves on understanding the nuances of each client’s situation and crafting sophisticated strategies tailored to their goals. 

We are Fiduciaries and always put our clients' interests above all else. 

To learn more, visit us at www.legacywealthic.com