At Legacy Care Wealth, we create comprehensive financial plans that fully capture your current and future wealth picture. We employ comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with life goals. We take pride in striving to understand and communicate a comprehensive view of family wealth and business success. Through our fee only platform we are aligned with our clients interest to maximize wealth.
View Top Employees from Legacy Care Wealth| Website | https://legacycarewealth.com |
| Employees | 3 (2 on RocketReach) |
| Founded | 2013 |
| Address | 1 High Street Court, Morristown, New Jersey 07960, US |
| Phone | (201) 535-4499 |
| Technologies |
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| Industry | Financial Services, Finance General, Certified Financial Planning, Finance, Tax Advisory Services |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Legacy Care Wealth Questions
Danna Jacobs is the Founding Partner of Legacy Care Wealth.
2 people are employed at Legacy Care Wealth.
Legacy Care Wealth is based in Morristown, New Jersey.
The NAICS codes for Legacy Care Wealth are [523, 5239, 52, 52393].
The SIC codes for Legacy Care Wealth are [628, 62].
Top Legacy Care Wealth Employees
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