Working Together

Legacy Wealth Advisors is an independent registered investment advisory and wealth management firm located in the heart of Silicon Valley. Our mission is take care of the comprehensive financial, investment, estate planning and charitable planning needs of our high net worth families and institutional clients in a highly personalized, service-oriented fashion. We utilize a team approach where we work closely with your additional advisors including CPA’s and estate planning attorneys. We thrive on solving the most complex of problems that our clients face.

Meet Our Team
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