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Legacy Wealth Investment Counsel
Tailored Strategies Designed To Help You Navigate Your Complex Wealth Challenges
About Legacy Wealth Investment Counsel
Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide. Headquartered in Newport Beach, California, the firm delivers integrated, planning-led solutions designed to address the complexities of modern wealth. Legacy Wealth supports clients through major liquidity events, intergenerational wealth planning, and long-term investment oversight. In addition to its Newport Beach headquarters, the firm maintains an office in Century City, a leading financial and business district in Los Angeles. We are Fiduciaries and always put our clients' interest above all else. Contact our team to schedule a conversation: 📧 Email: info@legacywealthic.com 📞 Phone: (949) 867-7670 Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor.
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Research & Knowledge
Legacy Wealth Investment Counsel published a market commentary examining what's driving the move in Treasury yields and what it could mean for investors and portfolios.
Reported by Legacy Wealth Investment Counsel
Research & Knowledge
Legacy Wealth Investment Counsel published its latest Monthly Market Commentary for August 2026, covering key market and economic developments, corporate earnings, technology and AI momentum, Federal Reserve hawkiness, inflation pressures, geopolitical tensions, energy risks, global central-bank policies, trade uncertainty, market leadership concentration, and AI investment returns.
Reported by Legacy Wealth Investment Counsel