Our Pledge To You is to be the trusted advisor in helping you achieve your personal lifestyle and legacy goals through uncompromising integrity, trust, and outstanding personal service.

Legacy Advisors is an independent wealth management firm assisting individuals, families, and non-profits with tailored legacy plans reflective of their personal goals and social concerns. Our approach integrates a deep appreciation for both the economic and the human aspects of wealth creation, management, and responsibility.

Guiding Principles:

• Wealth Management involves maximizing your assets, which we define as the integration of all your resources – financial, personal, and social.
• We accept fiduciary responsibility. We believe we are uniquely qualified to deliver to our clients the capability, skill, and technology. We will always place our clients’ needs above our own.
• We believe in our role as “trusted advisor” and strive to encourage you and other advisors to be involved in your plan. The open and competent exchange of ideas is vital to our shared success.
• We believe that we should like and trust each other. Otherwise, our relationship should be re-evaluated.
• The quality of communication between us will determine our success. This process is personal and will always remain confidential.
• We believe in the integration of Asset Protection; Risk Management; Disability and Income Planning; and Tax Optimization. None are mutually exclusive, and all are vital to achieving your goals.
• We are committed to a customized, written investment policy statement clearly describing your goals and risk tolerance. We employ only professional third-party money managers, which has been shown to provide results far superior to those of any individual client or advisor. We believe in regular client performance review to ensure positive movement toward achieving our goals.
• We are long-term investors and do not believe in market timing or stock pickers. We employ both strategic and tactical asset allocation models.
• We will serve you in the manner you wish to be served.

Are you ready to pursue working together?

Call us at 781-556-1038, or e-mail us. We’ll schedule a short telephone meeting so that we can learn what you’ve done in the past; what you want to achieve in the future; and whether working together may be right for us.