Why Legacy
Custom Tax Efficient, High Income Producing Solutions
Experience Tax Smart Investing with Legacy Wealth Management, where we prioritize high-income, tax-efficient strategies tailored to your needs. Our commitment to your financial goals is unmatched, upheld by the highest fiduciary standards and a transparent, commission-free approach. With us, your legacy is in expert hands.
Focus on Returns & Protection
We are dedicated to investments that deliver strong returns while creating a truly
diversified portfolio with less market volatility.
Client-Centric Approach
We prioritize our clients' best interests in every decision we make, legally and
ethically obligated to maintain the utmost good faith and trust.
High Fiduciary Standards
We adhere to the industry's highest standards, conducting our duties with diligence,
expertise, and meticulous care.
Commission-Free RIA
As a Non-Commission Registered Investment Advisory business, we pass through any
commissions directly to you. Our fee-based model is unbiased and aligned so we do
better when you do better.
Home & Rental Property sellers
Selling your home in 2024?
Don’t overpay on taxes.
Tax Smart Investing strategies may help reduce the total tax you have to pay. Legacy Wealth Management has the tools to design a custom plan for you that can incorporate balancing your current liquidity needs, tax savings, future passive income, and growth.
Learn
You have options to minimize the taxes due from selling your primary
residence or your rental property. Legacy Wealth Management will help you
navigate which options make sense for you.
Evaluate
Your tax savings plan is customized to meet your unique situation. By
working in collaboration with your CPA and trusted advisors, we can help
determine if these tools are your best solution.
Reducing Ordinary Taxable Income For High Earners.
We can help navigate Tax Smart Investment tools to help you Defer and Reduce your taxes.
Drilling Funds
- Reduces ordinary income up to 90% of the investment
- Tax Efficient return of Principle over 4-5 years
- Continued dividends for 10+ years
- Target ROI 10-12%
Green Energy
- Tax credits for up to 30% of the investment
- Long term hold, less liquidity
- Target cash flow 4-6%
Land Conservation
- Fee Simple Land Donation to a conservation group
- Protecting Land from gas/oil drilling or gravel pit mining
- Best use case donation valuation up to 4-5x investment
- Up to 30% of AGI
Donor Advised Fund
- Charitable fund controlled by you
- You decide when and who to donate funds to on your timeline
- Donate appreciated stock into DAF, avoid the capital gains and take a deduction for the full value.
- Up to 30% of AGI
TestimonialsNvidia Executive
“I saved hundreds of thousands in taxes this year and invested in projects with excellent tax-free future growth and income potential.”
TestimonialsAmazon Executive
“This is a no brainer. Save taxes today and get tax-free growth going forward.”
TestimonialsCA CPA
“This is like combining the up-front benefits of 401k contribution with the growth and income benefits of a Roth IRA account.”
TestimonialsCA CPA
“It is the ultimate 'do over' strategy because I can go back 180 days and fix past tax liabilities.”
TestimonialsCA Realtor
“Having a solution for Federal taxes frees clients from being landlords and unlocks cash for other needs.”
Generating Passive Income and Growth using the Endowment Investing Model
It does not take $1B to invest like a Billionaire
Typical 60/40 Retirement Portfolio
- Stock and Bond prices have proven to be highly correlated and Public Markets can be highly volatile.
- Even a "well diversified" portfolio of stocks, bonds, mutual funds and ETF's can realize major market pullbacks. This can be devastating to a retirement portfolio when you are close to or recently retired.
Legacy Endowment Model Portfolio
- Reduce Risk with Meaningful Diversification.
- Add Steady Returns from Private Investments.
- Boost Returns from the Liquidity Premium expected from Longer Term Investments.
- Due to the long-term nature of Private Investment, most Alternative Investments are only available to Accredited Investors.
To see if you qualify and determine if blending Alts into your portfolio is right for you.
Book a CallReady to unlock the potential of Smart Tax Investing?
Schedule a call with us today to learn how to take advantages of smart tax investing opportunities with Legacy Wealth Management. Begin shaping a brighter financial future by making informed decisions that optimize your tax benefits and enhance your investment growth.
Book a Call Today