Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Building Your Legacy, Securing Your Future
We understand that your financial goals are as unique as you are. With our dedicated team of experienced advisors, we offer personalised wealth management solutions designed to help you grow, protect, and preserve your wealth.
What we do
Expertly guiding you through personalized financial strategies to grow, protect, and secure your wealth for the future.
Wealth Management
Our comprehensive wealth management services are designed to help you grow, protect, and transfer your wealth efficiently. We provide personalized investment strategies, asset allocation, and ongoing portfolio management to ensure your financial goals are met.
Retirement Planning
Plan for a secure and comfortable retirement with our expert planning services. We help you develop a detailed retirement plan, considering factors such as income needs, healthcare costs, and lifestyle goals. Let us worry about your future so you can enjoy it.
Investment Management
Diversify and optimize your investment portfolio with our expert guidance. We offer a range of investment options, including stocks, bonds, mutual funds, and alternative investments, tailored to your risk tolerance and financial objectives.
Estate Planning
Ensure your legacy is preserved and your wishes are honored with our comprehensive estate planning services. We assist with the creation of wills, trusts, and other estate planning documents to provide peace of mind for you and your family.
Insurance Planning
Protect your assets and secure your family's future with our tailored insurance planning services. We offer a variety of insurance options, including life, health, disability, and long-term care insurance, to ensure you are adequately covered against life's uncertainties.
Education Funding
Plan for your children's or grandchildren's educational future with our comprehensive education funding services. We help you navigate savings options and other investment vehicles to ensure you can support their academic aspirations.
About Us
Why choose us?
Trust in our expertise, personalized service, and commitment to securing your financial future with integrity and excellence.
Personalised Financial Strategies
We tailor our financial solutions to fit your unique goals and circumstances, ensuring a customized approach to wealth management.
Experienced and Trusted Advisors
Our team of seasoned professionals brings decades of experience and a proven track record of success to help you navigate your financial journey.
Commitment to Excellence
We uphold the highest standards of integrity, transparency, and excellence in all our services, dedicated to building lasting relationships with our clients.
Client Testimonials
Hear what our satisfied clients have to say about their experiences and the impact of our expert financial services.
“Legacy Wealth Solutions has transformed my retirement planning. Their personalised approach and expert advice have given me the confidence and security to enjoy my golden years.”
John D
"The team at Legacy Wealth Solutions is knowledgeable and professional. They’ve helped me make informed decisions that have significantly grown my business and personal wealth."
Emily S
"I am extremely satisfied with the service and results from Legacy Wealth Solutions. Their commitment to understanding my financial goals has been outstanding."
Michael B
Start a conversation today
Connect with our expert advisors to begin your journey toward a secure and prosperous financial future.