FULL SERVICE WEALTH STRATEGIES
Total Wealth Financial Planning
At Legacy Private Client Services, we seek to go beyond traditional investment advice by considering your entire financial picture—personal, professional, and generational.
We work toward coordinating your cash flow, investments, insurance, tax planning, estate strategies, and business interests into a unified plan designed to build, preserve, and transition wealth across generations.
Whether you’re growing your wealth, preparing for retirement, or looking to leave a legacy, our Total Wealth approach aims to ensure that every decision supports your long-term vision and values.
Our holistic planning process includes:
- Strategic tax minimization
- Retirement income planning
- Investment and asset allocation strategies
- Risk management and insurance review
- Estate and legacy planning
- Business succession and corporate structuring
- Philanthropic and charitable giving strategies