Karen Vickerman's Contact Details

Karen Vickerman's Company Details

Legacy Advisors LLC

Norwell, MA, US • 5 - 9 Employees
Financial Services

Legacy Advisors Wealth Management is a "fee-based" Registered Investment Advisor, provides comprehensive wealth management & preservation services for retirees & investors. They advocate a "team approach" & holistic philosophy. When necessary, they consult qualified third-party affiliates for their recommendations. Their standards dictate that they must act as fiduciaries & be "masters" in their respective fields of elder and estate law, taxation, insurance & investment management. They focus on helping their clients make better financial & estate decisions while understand the implications of the clients decision within the context of the clients goals, priorities & options open to them. The financial advisors identify clients life & legacy goals & then integrate every aspect of their finances – taxes, investments, estate planning, risk management, education planning, retirement & more – so that those goals are supported.