Levels of Service
Legacy Wealth Advisors, LLC serving Atlanta and Tucker, Georgia

 
 

Comprehensive Wealth Management

  • Philanthropic Planning

  • Wealth Preservation

  • Family Wealth Transfer

  • Charitable Strategies

  • Concentrated Equity Positions

 

Financial Planning

  • Retirement Needs

  • Distribution Strategies

  • Education Funding Strategies

  • Medical Needs

  • Cash Flow Analysis

  • Risk Management

  • Survivor Needs

  • Disability Coverage

  • Long-Term Care

Financial Planning

  • Retirement Needs

  • Distribution Strategies

  • Education Funding Strategies

  • Medical Needs

  • Cash Flow Analysis

  • Risk Management

  • Survivor Needs

  • Disability Coverage

  • Long-Term Care

Core Investment Management

  • Goals and Objectives

  • Net-Worth Analysis

  • Asset Allocation

  • Portfolio Performance

  • Risk Tolerance Analysis

Core Investment Management

  • Goals and Objectives

  • Net-Worth Analysis

  • Asset Allocation

  • Portfolio Performance

  • Risk Tolerance Analysis

Core Investment Management

  • Goals and Objectives

  • Net-Worth Analysis

  • Asset Allocation

  • Portfolio Performance

  • Risk Tolerance Analysis

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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