The Legacy Group

The Legacy Group New York is comprised of Personal Estate and Business Advisors who are dedicated to helping high net worth clients preserve their wealth and high earning individuals accumulate wealth. With over a combined 100 years of experience, The Legacy Group is guided by a 3D Planning approach rooted in a process that ensures decisions are made through a collaboration of financial, legal, and accounting perspectives. This allows for coordination gaps in existing plans to be identified and aids future planning efforts. Clients like working with the Legacy Group because of one simple mission, to teach people in time to make a difference. A service-first and client-centered philosophy allows our advisors to build long-term meaningful relationships with clients and support them in their life journey, so they can live a life of greater confidence, choice, and financial freedom.