Legacy Wealth Advisors, LLC Email Format

Financial ServicesFlorida, United States11-50 Employees

Legacy Wealth Advisors, LLC operates as a multi-family office within the financial services sector, serving high-net-worth and ultra-high-net-worth families. The firm offers investment advisory services intended to support long-term financial objectives and the goal of preserving wealth across generations while building a lasting family legacy. In addition to its core advisory work, it provides a comprehensive set of family office services to address a broad range of wealth-management needs.

Based in Miami, Florida, the company targets affluent families seeking coordinated, holistic wealth-management solutions. It is described as a small to mid-sized practice, and maintains a website at lwgadvisors.com for information about its services.

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