?? We thank all the veterans whose sacrifice and dedication keep us free. You serve our nation with heart and effort that preserves our safety. We are grateful every day for this and recognize you today. Thank you! ??
Legacy Edge Advisors
金融服务
Syosset，New York 193 位关注者
Helping clients and advisors achieve what truly matters most.
关于我们
For years we envisioned a financial planning practice that would allow us to focus on 3 areas that clients care most about: 1. Personalized Attention: Legacy Edge Advisors is structured to ensure every advisor has a limited number of clients they work with. Instead of prospecting, we focus our attention on diving deeper into the lives of our clients. 2. Easy: Legacy Edge Advisors partners with Charles Schwab to ensure every request is easy and our clients have a dedicated person to see it through to completion. There is no need to call an 800# and cutting-edge technology offers our clients unique tools. 3. Consensus Investment Expertise: Legacy Edge Advisors works with thought leadership at many top Investment Firms. In the current environment of high stock valuations and rising interest rates, we can expand beyond a model approach, using unique ideas to tailor each portfolio. We serve as fiduciaries working with our clients to help with all their planning needs such as Investment Management, Income Generation and Estate Planning.
- 网站
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https://www.legacyedgeadvisors.com
Legacy Edge Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Syosset，New York
- 类型
- 私人持股
- 创立
- 2021
- 领域
- financial planning和wealth management
地点
Legacy Edge Advisors员工
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Ken DeNicolo
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Timothy Sommer, AIF?
Senior Wealth Management Advisor at Legacy Edge Advisors
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Charles (Chuck) Hawes, CFP?, AAMS?
Sr. Wealth Management Advisor | CFP?, AAMS? | Empowering Educators, Healthcare Professionals, and Non-Profit Leaders with Strategic Financial…
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Barry Gladstein, CFP?
Wealth Management Advisor - Legacy Edge Advisors
动态
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Dogs and recessions go together? Why not ??
?? How great is this! Meet my dog Rocky, the latte dog ?? ??. Did you know this was possible on your morning beverage? ?? Also, did you know why the recession prediction was so off? Here’s a glimpse of this answer that I learned while attending #FidelityInsideTrack. Having fun while learning. Fidelity for Wealth Managers
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Our Chief Growth Officer, Tim Urie, CFP? on the Boston trail to help our advisors and end clients!
? Feeling empowered at #FidelityInsideTrack as they help RIAs think about growth and impacting clients. These illustrations make me think about how advisors have more items than ever to consider for clients…but simultaneously are also trying to optimize their respective businesses. How are you doing managing both? ?? #growthmindset #organicgrowth
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Today, we pause to remember and honor the lives lost on September 11, 2001. We also pay tribute to the courageous first responders and countless individuals who served with unwavering dedication in the face of unimaginable adversity. Their bravery and sacrifice remain a profound testament to the strength and resilience of our nation. Let us reflect on their legacy and continue to uphold the values of unity and compassion they exemplified.
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Celebrating our newest advisory team’s story and landing page! ????
Sr. Wealth Management Advisor | CFP?, AAMS? | Empowering Educators, Healthcare Professionals, and Non-Profit Leaders with Strategic Financial Solutions; Call or text: 720-303-0871
Two months into my new journey as an independent Financial Planner and Advisor with Legacy Edge Advisors, and I am thrilled to be working alongside my long-term right-hand-man, Ken DeNicolo. We had a lot of fun crafting our new landing page - check it out here: https://charleshawes.com/
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We are thrilled to welcome Timothy Sommer, AIF? to Legacy Edge Advisors in Maryland as a Senior Wealth Management Advisor. Tim brings more than 30 years of industry experience specializing in comprehensive financial planning, investment management, income strategy construction, and estate planning. Prior to joining Legacy Edge Advisors, Tim was a Senior Wealth Management Advisor at both TIAA (28 years) and The Capital Group. By working with hundreds of clients over the years, Tim came to fully understand the importance of capturing not only the financial data points needed for plan analysis, but also the non-financial factors – which are unique to each client. Tim also strives to develop strong relationships with each client and those they care about. Learn more about Timothy Sommer, AIF? and Legacy Edge Advisors at https://lnkd.in/erAgJEVQ.?
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Our CIO, Jason Kass, CFA, CFP? sharing his perspective on the recent volatility in the markets, how to evaluate it in the context of broader economic conditions and how Legacy Edge Advisors considers all of this with each client scenario.
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We are thrilled to welcome Ken DeNicolo to Legacy Edge Advisors as a Senior Relationship Manager. Ken brings his 25 years of experience at TIAA, Tower Square and Citigroup. Ken helps in the execution of client's financial plans and serves as the client's day-to-day point of contact for immediate needs and questions as it relates to their portfolios. Learn more about Ken and Legacy Edge Advisors at https://lnkd.in/e8xG8Pt2.
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We are thrilled to welcome Charles (Chuck) Hawes, CFP?, AAMS? to Legacy Edge Advisors in Denver, Colorado as a Senior Wealth Management Advisor. Chuck brings his 19 years of experience as a former Senior Wealth Management Advisor at TIAA.?He comes with a vast experience in Investments, Income Planning, Tax Strategies, Will and Estate Planning, and is a Certified Financial Planner as well as an Accredited Asset Management Specialist. Chuck leans on a rich experience serving complex clients from the Higher Education and Medical Fields. Chuck has a passion for integrating investment and tax strategy with risk management and coordination alongside specific family needs – customized to the client’s vision for themselves and their future inheritors or charitable causes. He actively seeks to integrate ideas from outside professionals and feels it is important to create a highly communicative environment, ultimately to foster collaboration in the best interest of his clients. Learn more about Chuck and Legacy Edge Advisors at https://lnkd.in/egMDtfqU
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