Our focus is on minimizing risk while maximizing return and understanding the real risk in our portfolios. Do you know your up capture and down capture of the market?...
Legacy Wealth Advisors was founded to provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: The Distribution Phase. After years of hard work, diligent savings, and a focus on accumulating your retirement savings you need a specialist to help you draft your retirement blueprints...
Insurance can play important role in retirement. We believe that some people can be self-insured with no need to have unnecessary expenses in retirement.