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 owned and operated financial planning firm based in Jersey City, NJ to service New Jersey and the greater New York City area. We develop goal-based financial plans that fully capture your current and future wealth pictures. 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.