Legacy Wealth Investment Counsel

About Legacy Wealth Investment Counsel

Legacy Wealth Investment Counsel, LLC is an independent, fee-only wealth management firm dedicated to delivering integrated, planning-led solutions designed to address the complexities of modern wealth. We specialize in helping our clients grow, manage, and preserve their wealth through every stage of life and across generations. We offer a comprehensive suite of services, including: • Tax-efficient Investment Management • Financial Planning • Estate and Legacy Planning • Insurance Planning • Family Office Services • Business Consulting All designed to meet the complex needs of today’s high-net-worth families. Whether you're navigating a major liquidity event, preparing for succession, or planning a multigenerational wealth transfer, we provide the clarity and confidence needed to make informed decisions. Our team of seasoned professionals and strategic partners brings decades of collective experience, combining deep technical expertise with a relationship-driven approach. We pride ourselves on understanding the nuances of each client’s situation and crafting sophisticated strategies tailored to their goals. We are Fiduciaries—and always put our clients' interests above all else. Contact us to schedule a conversation: 📧 Email: info@legacywealthic.com 📞 Phone: (949) 867-7670 Disclaimer: Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. Portside Wealth and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level

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