Jason Kass's Contact Details

Jason Kass's Company Details

Legacy Edge

Melville, NY, US • 5 - 9 Employees
Financial Services

For years we have envisioned a financial planning practice that would allow us to focus on 3 areas that clients seem to care the most about:-Personalized Attention: Legacy Edge is structured to ensure that every advisor has a limit on the number of clients they work with. Instead of spending time prospecting looking for clients we can focus our attention on diving deeper into the lives of those we serve.-Easy: Legacy Edge is teaming up with Charles Schwab to ensure that every request is easy to complete and every one of our clients will have a dedicated person to see it through until the very end. There is never a need to call an 800 # when working with us. In addition, utilizing cutting edge technology will offer clients tools they likely have never seen before.-Investment Expertise of not one firm but many: Legacy Edge will work with the thought leadership of at least a dozen of top Investment Firms instead of the direction of just one. Especially in the current environment of high stock valuations and rising interest rates we will have the ability to expand beyond the typical model approach and approach each client's portfolio individually incorporating "out of the box" ideas.We serve as fiduciaries working with our clients to help with all of their financial planning needs such as Investment Management, Income Generation and Estate Planning.