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legacyROTH aims to bridge access and awareness of these institutional solutions with our tech-enabled platform and investment programs that integrates utilization with wealth management strategies. We believe alternatives investments held within insurance structures can exceed $1 trillion in invested assets. This is supported by the continued growth in wealth of high net worth individuals, number of independent wealth advisors, and allocations to alternative assets; coupled with robust operational processes and client suitability.
Company Details
- Address
- New York, New York, Us
- Industry
- Financial Services
- Website
- https://www.legacyroth.com/
- HQ
- New York, NEW YORK
Legacyroth Questions
LegacyROTH's website is https://www.legacyroth.com/
LegacyROTH's LinkedIn profile is https://www.linkedin.com/company/legacyroth
LegacyROTH's industry is
Financial Services
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LegacyROTH's categories are Financial Services
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