Legacy Private Wealth Partners

Legacy Private Wealth Partners is an independent wealth management firm committed to helping our clients preserve and grow their hard-earned wealth while safeguarding their legacy. Our personalized wealth management services prioritize accessibility and communication, ensuring a consistent experience for clients no matter where they are in life. At Legacy, we prioritize building relationships based on trust and care, going beyond business transactions to truly partner with those we serve. Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY...

Legacy private wealth partners operates in the Financial services industry.

Legacy private wealth partners's revenue is 11m - 100m

Legacy private wealth partners has 11 - 50 employees.