Legacy Wealth Advisors, LLC
A Registered Investment Advisor serving Tucker and Atlanta, Georgia areas

We provide the following services to high net worth clients, families and pension plan trustees in the Tucker and Atlanta, Georgia areas:

  • Investment Management/Advisory

  • Wealth Management

  • Retirement Planning

  • Retirement Plan Consulting

  • Business Succession Strategies

  • Family Office Services


Our Approach

  • We serve our clients with a consultative, team-based approach that examines all aspects of their financial lives.

  • We put our clients' interests above our own and those of our firm.

  • We can add value by strategically placing certain investments in taxable versus tax deferred accounts based on client situations.

  • We perform periodic rebalancing to take advantage of market directions and volatility.

  • We can add value by over weighing and under weighing asset classes and sectors during various business and market cycles.

  • Diversifying portfolios across multiple, less correlated asset classes can enhance returns and reduce volatility.

  • Our goal is minimize the risk that is required to meet our client's goals.


Our Values and Principles

  • Client Focus

  • Integrity

  • Respect for the Individual

  • Stewardship

  • Teamwork

  • Wisdom

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Legacy Wealth Advisors, LLC

4317 Lavista Rd.
Tucker, GA 30084
Phone: 770-817-8988
Fax: 770-817-0784
Toll-Free: 866-463-4438