Wealth and Legacy Group

Location:

1000 South AvenueStaten IslandNew York10314United States View Map

Revenue:

$1 Million

Employees:

5

Industries:

Phone:

(646) 402-6300
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Description:

At Wealth and Legacy Group, we understand that multi-generational wealth planning must be diligently integrated and coordinated. Our firm stresses a team approach with our clients and their advisors to help create the most optimum outcomes in "6" focused areas: Individual Trust Owned Life Insurance Business Continuity Strategies Pension and Retirement Strategies Estate Wealth Transfer Strategies Charitable Planning Strategies Protection First Philosophy Planning At Wealth and Legacy Group, we have a philosophy that people don't care how much you know until they know how much you care. Our goal is not only to be a trusted resource to our clients, but more importantly to be a true confidant to them, their businesses and their families.

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