David B. Saunders Email & Phone Number

Specialties: Private Wealth Management and Alternative Investments for Accredited Investors.The Legacy Advisor Group is an Independent Wealth Management firm that specializes in managing the complex financial and risk management needs of families, trusts and endowments.- Family Office Services- Portfolio Management- Risk Management- Alternative Investing - Simple Will and Trust Packages Services through EncorEstate PlansAt the Legacy Advisor Group, Wealth Management is more than just picking investments and retirement planning. Our family office services help clients strategically integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these distinct and important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is the active and ongoing supervision of this process that will ultimately define true financial success. Our investment approach is diversified beyond traditional stock and bond investing. The strategic use of non-correlated and alternative investment classes is a key component in today's portfolio and risk management process. Our expertise in these areas give our clients, retail and institutional, access to the most advanced and effective investment solutions available.Invest with Clarity and Live with Purpose! Please note: Due to industry regulations, I cannot accept endorsements or recommendations.• Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Legacy Advisor Group and Cambridge are not affiliated.• Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.• Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

Listed skills include Wealth Management, Financial Services, Retirement Planning, Alternative Investments, and 1 others.