Legacy Wealth Management LLC

Legacy Wealth Advisors is a comprehensive wealth management firm based in Narragansett, Town of, RI. With a focus on retirees and pre-retirees, their team of financial professionals takes a personalized approach to help clients achieve their retirement goals and maintain their desired standard of living. From portfolio management and retirement planning to tax and estate planning, Legacy Wealth Advisors offers a range of services to ensure a seamless and proactive financial journey.

By leveraging a disciplined investment process and collaborating with strategic partners, Legacy Wealth Advisors provides transparent and efficient solutions to maximize savings, minimize costs, and optimize tax strategies. With a commitment to treating clients like family, they strive to provide peace of mind and help individuals create the retirement of their dreams.

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