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.
PROVIDING LEADING BUSINESS SERVICES
FINANCIAL PLANNING
We provide a comprehensive financial plan to help with your financial goals.
WHY CHOOSE US?
Our high attention to customized service and our independent advice is what truly sets us apart. This quality of service coupled with a clear path towards financial goals allows our clients to attain their dreams.
Disclaimer
Legacy Care Wealth, LLC (“LCW”) is a registered investment adviser offering advisory services in the State of New Jersey, New York and Louisiana, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LCW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of LCW, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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From Legacy Care Wealth
As Featured In...
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