Welcome to Legacy Care Wealth, LLC
At Legacy Care Wealth, our mission is to change your perception of financial planning into easy-to-implement financial changes that will help you reach your life goals!
Legacy Care Wealth is a family-focused financial planning practice based in New Jersey, but that works both in-person and virtually with clients across the country. We develop goal-based financial plans that fully capture your current and future wealth pictures. Many of our clients are individuals, couples and families that are facing large life decisions and need the proper tools and guidance to make the best decision for their futures. These life decisions vary from career opportunities, marriage commitments, planning for a family, or transitioning into "retirement" which looks very different for many in today's day.
We employ comprehensive financial planning, tax efficiency planning, goal-based planning and savings and budgeting models to capture cash flows for clients that align with their life goals. We strive to understand and communicate a comprehensive view of family wealth and lifetime success. Through our fee-only platform, we are aligned with our clients’ interests to maximize wealth.
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Legacy Care Wealth is a member of leading organizations in the industry, including NAPFA, Fee-Only Network, and XY Planning Network. They have been featured in multiple publications and websites including Kiplinger, CNBC, U.S. News & World Report, NerdWallet, and Forbes. President Danna Jacobs has been a featured guest on multiple podcasts including “Wine & Dime”, “XYPN Radio”, and “Financial Advisor Success”. She has also been a speaker at industry conferences including “Digital Marketing for Financial Services Summit”, “SEI Women’s Network Annual Leadership Summit” and “XYPN Live”.
Learn more: About Legacy Care