Legacy Wealth Advisors, LLC

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Legacy Wealth Advisors San Jose CA Skip to primary navigation Skip to main content Skip to footer Contact Our Mission . . .Your Peace of Mind Personal Business financial planning consulting Investment Strategies tailored to your unique circumstances Multigenerational planning for your heirs favorite charities New Home Our Services Add a short description. Our Team Add a short description. Contact Us Add a short description. Our Services Include Financial & Retirement Planning Estate & Charitable Planning Investment Planning & Strategies Multi-Family Office Services Working Together Legacy Wealth Advisors is an independent registered investment advisory and wealth management firm located in the heart of Silicon Valley. Our mission is 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. We utilize a team approach where we work closely with your additional advisors including CPA’s and estate planning attorneys. We thrive on solving the most complex of problems that our clients face. Meet Our Team This is printed from https://legacywealthadvisorsllc.com/

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