Private Wealth Management
Built Around You
At Legacy Wealth Management Group, we go beyond basic investment advice. Our wealth management services are tailored to help you protect, grow, and sustain your assets—no matter where you are in life. As fiduciary financial advisers based in Las Vegas, we specialize in building long-term partnerships with high-net-worth individuals, professionals, and business owners who value a clear, disciplined approach to their financial future.
What Wealth Management Really Means
It’s More Than Just Investments—It’s About the Whole Picture
True wealth management connects every part of your financial life:
- Investment strategy & tax efficiency
- Estate planning coordination
- Retirement income planning
- Risk management & insurance strategies
- Charitable giving & legacy goals
We take a comprehensive, proactive approach—ensuring each piece works together to support your future.
Our Investment Philosophy
Evidence-Based Investing, Not Market Guessing
We follow a passive investment philosophy powered by the research of Nobel Prize-winning economist Eugene Fama and Dimensional Fund Advisors (DFA). That means:
- No market timing
- No chasing trends
- Low-cost, globally diversified mutual funds
- Tax-smart strategies for long-term growth
Our portfolios are built with purpose—and backed by data.
Benefits of Working With Legacy
- Personalized Financial Planning: Customized investment strategies that reflect your goals, timeline, and risk tolerance.
- Tax-Efficient Portfolio Design: Minimize tax drag and maximize after-tax returns across your entire portfolio.
- Low-Fee, High-Quality Investment Options: We prioritize transparent pricing, cost-effective funds, and global diversification.
- Holistic Wealth Planning: Covering retirement, insurance, estate, education, and healthcare—under one plan.
- Fiduciary Commitment: As fee-based advisers, we act in your best interest—always.