Legacy Wealth Investment Counsel, LLC is an independent, fee-only wealth management firm dedicated to delivering integrated, planning-led solutions designed to address the complexities of modern wealth.
We specialize in helping our clients grow, manage, and preserve their wealth through every stage of life and across generations.
We offer a comprehensive suite of services, including:
• Tax-efficient Investment Management
• Financial Planning
• Estate and Legacy Planning
• Insurance Planning
• Family Office Services
• Business Consulting
All designed to meet the complex needs of today’s high-net-worth families.
Whether you're navigating a major liquidity event, preparing for succession, or planning a multigenerational wealth transfer, we provide the clarity and confidence needed to make informed decisions.
Our team of seasoned professionals and strategic partners brings decades of collective experience, combining deep technical expertise with a relationship-driven approach. We pride ourselves on understanding the nuances of each client’s situation and crafting sophisticated strategies tailored to their goals.
We are Fiduciaries—and always put our clients' interests above all else.
Contact us to schedule a conversation:
📧 Email: info@legacywealthic.com
📞 Phone: (949) 867-7670
Disclaimer:
Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. Portside Wealth and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level
Company Details
- Employees
- 2
- Founded
- -
- Address
- 17 Corporate Plaza Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.legacywealthic.com
- HQ
- Newport Beach, California
Legacy Wealth Investment Counsel Questions
Legacy Wealth Investment Counsel's website is http://www.legacywealthic.com
Legacy Wealth Investment Counsel's LinkedIn profile is https://www.linkedin.com/company/legacywealthic
Legacy Wealth Investment Counsel has
2 employees.
View email and phone details for 2
employees at Legacy Wealth Investment Counsel.
Legacy Wealth Investment Counsel's industry is
Financial Services
Legacy Wealth Investment Counsel's top competitors are
Arixa Capital,
Bellwether,
Deleon Wealth,
Eastdil Secured,
Biologyworks, Inc.,
Afterdark,
Medical Magnet Foundation,
Eco Terra Vista Tours Co. Ltd,
Infinn, Llc,
Jpmorganchase.
Legacy Wealth Investment Counsel's categories are Financial Services
Legacy Wealth Investment Counsel's founding year is 2024
