Welcome to Legacy Care Wealth, LLC
Are you struggling balancing your day-to-day with what you envision your future to be?
Do you have plans to grow your family and have questions about life insurance, purchasing a home, saving for college and estate planning?
Does thinking about your financial planning cause you to feel a lack of control about your life and your future?
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 financial circumstances. 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
We provide a comprehensive financial plan to help with your financial goals.
We offer truly unbiased and independent advice to guide investment choices that are in your best interest.
SAVINGS & BUDGETING MODELS
Increased oversight of your savings and spending allows your family to have more clarity on the path to achieving your financial targets.
We stay current on tax codes and regulations to ensure that your asset growth is not limited by a lack of tax oversight.
By being a trusted adviser, and maintaining a year-round relationship with our clients, we are able to better position clients to reach their goals.
Protecting your wealth accumulation is a key priority in any financial plan. We perform a risk analysis for you and your family to ensure the proper tools are in place.
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.
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.