Legacy Wealth Advisors

Financial Services - Fort Lauderdale, FL, US

Legacy Wealth Advisors Employees
Grace Romero

Director Of Technology

Contact Grace Romero

Bobby McNally

Director Of Operations

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Jason Hathaway

Chief Investment Officer

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Julie Ryu

Client Relations & Charitable Planning

Contact Julie Ryu

Stacie Hooker

Executive Assistant and Office Manager

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Jeff Rehm

Partner - Director of Investments

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Leroy Tanker

Managing Member

Contact Leroy Tanker

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Legacy Wealth Advisors Details

Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families. As the name indicates, our firm's mission is to provide a sophisticated level of investment advisory services that will serve as the foundation for our clients' financial vision of perpetuating wealth intergenerationally and creating a lasting legacy for their families. Legacy Wealth Advisors provides a full suite of family office services for our clients in addition to our core advisory offering.

Legacy Wealth Advisors logo, Legacy Wealth Advisors contact details
Website: lwgadvisors.com
Employees: 20 - 49
HQ: 954-809-6363
Location: Fort Lauderdale, FL, US
Revenue: 1 - 2.5 Million
N/A
Legacy Wealth Advisors Technologies
Email Providers

Outlook

Marketing Automation

Marketo

Domain Name Services

Route 53

Email Delivery

Rackspace MailGun

Other

Microsoft Office 365

Hosting

Amazon AWS

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