Legacy Wealth Management Group of Las Vegas

Professional Wealth Management & Financial Advisors in Las Vegas

Wealth Management & Retirement Planning

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 financial advisors will take the time to get to know you, what your financial goals and dreams consist of and then implement a plan you can understand and stick with.

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.

Mission Statement

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.

Benefits of Wealth Management Planning Strategies from Legacy:

Personalized Financial Plan

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.

 

Comprehensive Breakdowns

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!

 

About Us