Legacy Wealth Advisors, LLC Information

Legacy Wealth Advisors, founded in 2000, is an independent fee only registered investment advisory and wealth management firm located in the heart of Silicon Valley. Legacy arose from our founder’s experiences during the many years of managing his own family’s investments, financial and estate planning, and philanthropic endeavors. From the start, our company mission has been to take care of the comprehensive needs of our high net worth, multi-family office, and institutional clients in a highly personalized, service-oriented fashion. We utilize a team approach, often working with a client’s additional advisors such as CPA’s, estate planning attorneys, and other allied service providers to develop long term strategic plans and then assisting our clients to implement them. We thrive on solving complex problems for our clients and reject “one size fits all” approaches. Our areas of investment include, but are not limited to: • Real estate • Healthcare • Biotech • Socially Responsible Investing, Environmental Social Governance, or Impact Investing • Passive index strategies • Active alpha-generating strategies • Tax efficient strategies, including parent-children step-up-in basis planning • Diversifying concentrated positions in publicly held stocks, closely held businesses and/or real estate Through an extensive discovery process, we work closely with our clients to ultimately develop a diversified investment and financial plan that is tailored to them, considering their investment objectives and risk tolerances.