Legacy Edge Advisors

For years we envisioned a financial planning practice that would allow us to focus on 3 areas that clients care most about: 1. Personalized Attention: Legacy Edge Advisors is structured to ensure every advisor has a limited number of clients they work with. Instead of prospecting, we focus our attention on diving deeper into the lives of our clients. 2. Easy: Legacy Edge Advisors partners with Charles Schwab to ensure every request is easy and our clients have a dedicated person to see it through to completion. There is no need to call an 800# and cutting-edge technology offers our clients unique tools. 3. Consensus Investment Expertise: Legacy Edge Advisors works with thought leadership at many top Investment Firms. In the current environment of high stock valuations and rising interest rates, we can expand beyond a model approach, using unique ideas to tailor each portfolio. We serve as fiduciaries working with our clients to help with all their planning needs such as Invest...