Professional Wealth Management & Financial Advisors in Las Vegas
Wealth provides you with a great deal of opportunity; however, it also creates a variety of important questions.Do you have a wealth management plan, a properly allocated retirement plan that you can understand; one that will last you through the wide range of market swings? Are you taking the correct approach to tax strategies and estate planning? Does your financial advisor review your entire portfolio and manage your risk on all your investments?
Greg Feese can assist you with these questions. Contact our office and let’s meet.
For scheduling contact:
Legacy Wealth Management Group of Las Vegas, LLC.
Donna Deluca at 702.545.0680 will be able to setup your appointment.
Legacy Wealth Management Group provides comprehensive fee-based wealth management & advisory services. We provide professional asset allocation management, investment services, portfolio analysis, life insurance, disability insurance, and long term care assessment, estate planning and retirement planning strategies to higher income professionals, business owners, athletes and other individuals. We will work with you on your personalized plan by scheduling regular reviews and making sure you have ongoing support during every stage before and during retirement.
Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive wealth management to families, professionals, athletes & business owners. We base our investment strategies on academic & scientific research. We are committed to always acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.
Retirement plan customized to fit your needs & financial goals.
Tax Efficient Investment Planning
Designed to reduce the impact of taxes on your investment portfolio.
Custom Plans with Low Expenses
The mutual fund products we utilize have asset allocation models with global diversification to help balance long term risk & minimize management fees.
Retirement accumulation & income, life insurance, disability insurance, inheritance, estate planning, social security, healthcare, and college education planning.
Fee Based Pricing & Solutions
Providing freedom to choose what retirement strategy is best for you, our clients while setting a Fiduciary standard in what we do.
Customized Client Data Portal
Legacy Client Portal software, which is coming soon will allow you to view all your accounts in one location, securely. Even if those accounts are not held at our firm. Track all your 401Ks, IRAs, brokerage, & even bank accounts securely!