About Legacy Private Client Group
Legacy Private Client Group is a financial services firm based in Norwell, Massachusetts, specializing in providing personalized wealth management and financial planning services to high-net-worth individuals and families. The firm focuses on creating tailored investment strategies that align with clients' financial goals and risk tolerance. Their services include investment management, retirement planning, estate planning, and tax optimization. With a commitment to client education and transparency, Legacy Private Client Group aims to build long-lasting relationships with its clients, ensuring they are well-informed and confident in their financial decisions.
Company facts
- Industry
- Financial Services
- Sub-industries
- Wealth Management, Investment Advisory, Financial Planning, Estate Planning, Tax Services
- Location
- Norwell, United States
- Employees
- 1–10
- Revenue (USD)
- 1–5M
- Founded
- 2010
Products and services
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