Our Services
Client Focused Approach To Wealth Management
At Legacy Private Client Services, we take a full service approach to wealth management—one that goes beyond portfolio growth to endeavor to encompass every aspect of your financial life. Our advisory services are designed to help you gain control over your wealth, plan for effective distribution, and seek to chart a strategic path toward your long-term financial goals.
Key Areas
Private Client Offering
At Legacy Private Client Services, our Private Client services are built on the principles of expertise, access, and personalized care.
Legacy Private Client Services clients receive direct access to our Advisory Team and CEO, seeking to ensure a strategic, tailored approach to portfolio management and long-term financial planning.
We currently offer a range of services recognized for:
- Direct access to the firm’s CEO and CIO
- Full service financial and estate planning
- Transparent, easy-to-understand investment strategies
- Clear, consistent communication in plain language
Our Private Client Group is composed of carefully selected professionals.
Beyond technical expertise, our professionals are chosen for their strong communication and listening skills, helping to ensure that every client interaction is clear, effective, and personalized. Each advisor works closely with Lewis Rosen, CEO of Legacy Private Client Services, who personally seeks to ensure the team’s communication standards reflect the firm’s commitment to excellence.
In short, Lewis Rosen is committed to the goal of ensuring that every private client relationship is managed by an experienced professional with a deep understanding of their client’s portfolio and a forward-looking view of market conditions—today and into the future.