Plan Your Financial Future With Our Advisors
Investment Management is an integral component of any financial plan.
We believe in long-term investment strategies that can minimize the large-loss scenarios and reduce the tax burden suffered by investment gains. We do not believe that the market is a way to get rich quickly or the key to early retirement. With that being said, when coupled with a sound savings plan, the various financial markets allow an excellent opportunity to outpace inflation and keep ahead of rising costs of living.
We have partnered with a number of leading money managers in the industry, and based on your goals and each manager's core strengths, we may recommend you partner with one of them for your investments. These include SEI Investment Company, Betterment Institutional, AssetMark and TD Ameritrade. SEI is exclusively accessible to individuals with a net worth exceeding $20 million dollars, but given our relationship, all Legacy Care clients can invest through SEI. Meanwhile Betterment offers great cash and investment management tools at institutional rates to our clients through our relationship. AssetMark has a depth of analysts and managers that we believe could provide promising investment opportunities with limit loss categories. We are excited to be able to offer these types of services to our clients. All investments are held by a third party trustee and/or are SIPC protected and secure.
Unlock Your True Potential With Financial Tools
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