Legacy Private Wealth Partners
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Legacy Private Wealth Partners is an independent wealth management firm committed to helping our clients preserve and grow their hard-earned wealth while safeguarding their legacy.
Our personalized wealth management services prioritize accessibility and communication, ensuring a consistent experience for clients no matter where they are in life. At Legacy, we prioritize building relationships based on trust and care, going beyond business transactions to truly partner with those we serve.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.
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