Legacy Edge Advisors

About Legacy Edge Advisors

For years we envisioned a financial planning practice that would allow us to focus on 3 areas that clients care most about: 1. Personalized Attention: Legacy Edge Advisors is structured to ensure every advisor has a limited number of clients they work with. Instead of prospecting, we focus our attention on diving deeper into the lives of our clients. 2. Easy: Legacy Edge Advisors partners with Charles Schwab to ensure every request is easy and our clients have a dedicated person to see it through to completion. There is no need to call an 800# and cutting-edge technology offers our clients unique tools. 3. Consensus Investment Expertise: Legacy Edge Advisors works with thought leadership at many top Investment Firms. In the current environment of high stock valuations and rising interest rates, we can expand beyond a model approach, using unique ideas to tailor each portfolio. We serve as fiduciaries working with our clients to help with all their planning needs such as Investment Management, Income Generation and Estate Planning.