Legacy Wealth Advisors

Legacy Wealth Advisors Our first priority is your overall financial success. We offer thorough counsel on each client's wealth management issues.

Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our clients' financial advocate, striving to organize a

nd simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.

An in-service 401(k) rollover extends an opportunity for you to transfer some or all of your 401(k) into an individual r...
09/03/2026

An in-service 401(k) rollover extends an opportunity for you to transfer some or all of your 401(k) into an individual retirement account (IRA) while still working.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

While sitting down with your spouse to prepare your estate plan, you’ll likely talk about two fundamental documents: a w...
09/01/2026

While sitting down with your spouse to prepare your estate plan, you’ll likely talk about two fundamental documents: a will and a trust. But before you get lost in a sea of internet search queries about which is right for you, let’s take a step back and help you create a strong foundation that may reveal your needs and clarify the answer.

Wills and trusts are widely discussed estate planning topics. Why? They have a core concept in common: expressing intent. But, how different are they?

Your estate plan should reflect your individual needs—not the needs of others. Remember, there are three core planning e...
08/27/2026

Your estate plan should reflect your individual needs—not the needs of others. Remember, there are three core planning elements to keep in mind when establishing a tailored estate plan: honoring intent, maximizing efficiency, and minimizing taxes.

Your estate plan should reflect your individual needs—not others. So, why could you benefit from a custom estate plan when others haven't?

Trimming the number of retirement accounts you have can increase your nest egg. Let’s take a look at some benefits of co...
08/25/2026

Trimming the number of retirement accounts you have can increase your nest egg. Let’s take a look at some benefits of combining retirement accounts.

Even though the process sounds simple, consolidating isn’t as easy as merging accounts together. You should consider the benefits of each account, fees, taxes, and more before making any final decisions.

Your investments could be taxed in a myriad of ways depending on the asset itself, any produced income, your buying/sell...
08/20/2026

Your investments could be taxed in a myriad of ways depending on the asset itself, any produced income, your buying/selling habits, and how long you hold each investment.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

When a loved one passes away, their assets may end up in probate. Here’s what we believe you need to know about this leg...
08/18/2026

When a loved one passes away, their assets may end up in probate. Here’s what we believe you need to know about this legal system and how it impacts your loved one’s assets.

Probate court has cultivated a negative reputation. Here's what you need to know about this system and how it impacts your loved one's assets.

Some parents may not be comfortable granting their children a large sum of money without any direction or supervision. I...
08/13/2026

Some parents may not be comfortable granting their children a large sum of money without any direction or supervision. Instead, there are things you can do to help bring structure to the wealth transfer process. A trust, for example, allows you to set parameters that throttle the inheritance.

Do you have a plan for your children's money if you were to pass away earlier than planned? Here are some key ideas to help.

Building a deliberate and coordinated strategy can bring more nuance, finesse, and continuity to your financial life.
08/11/2026

Building a deliberate and coordinated strategy can bring more nuance, finesse, and continuity to your financial life.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

While there will always be a dose of uncertainty as your family undergoes these changes, it’s important to do your best ...
08/06/2026

While there will always be a dose of uncertainty as your family undergoes these changes, it’s important to do your best to prepare for what’s to come. Let’s look at a brief guide, which will provide you with some tools and resources to get started.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

Most think of estate planning as preparing a legacy after their passing. And while you can still give when you’re gone, ...
08/04/2026

Most think of estate planning as preparing a legacy after their passing. And while you can still give when you’re gone, you lose out on the joy of seeing your loved ones put your gifts to good use.

When you give your money now, you may experience several benefits from seeing your legacy in action to managing tax liabilities.

Address

41700 Hayes Road, Ste A
Clinton Township, MI
48038

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15862730072

Website

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