Legacy Wealth Investment Counsel

About

Legacy Wealth Investment Counsel, LLC ("Legacy Wealth") is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide. Headquartered in Newport Beach, California, the firm delivers integrated, planning-led solutions designed to address the complexities of modern wealth. Legacy Wealth supports clients through major liquidity events, intergenerational wealth planning, and long-term investment oversight. In addition to its Newport Beach headquarters, the firm maintains an office in Century City, a leading financial and business district in Los Angeles, just minutes from Beverly Hills. We are Fiduciaries and always put our clients' interest above all else.