Discover our comprehensive and straightforward services designed to streamline your financial journey, secure your optimal financial standing, and provide you with unparalleled peace of mind.

What we do

At Legacy Wealth Group, we strive to help our clients grow and preserve their wealth. We are the bridge that connects you to comprehensive and tailor- made advisory, focusing on mitigating the underlying risks that threaten your capital; while proposing innovative solutions that will provide financial growth through our different strategies: Fixed income strategies and Variable Income Strategies.

Diversified portfolios

  • Treasury Bonds
    Sovereign Debt
    Corporate Debt
    Certificates of Deposit (CDs)
    Structured Products

  • Stocks / ETFs

    Separately Managed Accounts (SMAs)
    • Value Strategies
    • Growth Strategies

    Tactical Portfolios
    Guaranteed Capital Structured Notes

  • Investment Advise

    We provide access to a team of experts that will review and understand your financial situation and recommend a plan designed to achieve your particular goals.

  • Wealth Planning

    Tailor-made strategies enable you to safeguard and transfer your wealth effectively through optimal investment structures.

  • Market Research

    Stay ahead of the curve with the most up-to-date news on the global financial markets. Benefit from forward-thinking analysis on products and emerging trends.