Legacy Care Wealth

www.legacycarewealth.com

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.

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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.

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Country

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State

New Jersey

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City (Headquarters)

Jersey City

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Employees

1-10

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Founded

2013

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Founding Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Founding Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Founding Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Planner

    Email ****** @****.com
    Phone (***) ****-****

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