LEGACY WEALTH

We started Legacy Wealth Advisors because we wanted to provide a multi-generational approach to wealth management. Your money will make an impact long after you are gone, so we seek to create a plan that honors you and that will benefit your children and grandchildren... Here, we use financial strategies that we've implemented in our own families. We want to offer financial services to the Chicago area that serve not just bank accounts, but the people who have faithfully worked, saved, and stewarded them... Legacy Wealth Advisors offers several comprehensive financial planning services including financial planning, philanthropic planning, tax planning, and investment management. All of these services are curated to your needs and goals.

Primary location: Warrenville United States