Company profile
LegacyBridge Wealth Management, LLC
Wealth Advisory Services | Business & Estate Planning
- Industry
- Financial Services
- Employees
- 3
- Headquarters
- Savannah, Georgia
- Founded
- 2024
- LinkedIn followers
- 4
- Office locations
- 1
LegacyBridge Wealth Management, LLC company summary
LegacyBridge Wealth Management, LLC is a company in the Financial Services industry, headquartered in Savannah, Georgia, founded in 2024. On LinkedIn the company has around 3 employees and 4 followers. Its listed specialties include Wealth Advisory, High Net Worth Planning, Advanced Financial Strategy, Executive Compensation, Executive Benefits.
What technology does LegacyBridge Wealth Management, LLC use?
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About LegacyBridge Wealth Management, LLC
Tax-Efficient Estate & Wealth Planning for Affluent Individuals, Families, and Business Owners with the Goal of Solidifying Legacy and Obtaining Peace of Mind. LegacyBridge Wealth a Registered Independent Advisory Firm. Our Advisors are Fiduciaries, Providing Comprehensive Wealth and Estate Planning Strategies to Protect from What Could go Wrong, and Invest in What Will Go Right. LegacyBridge Wealth Management, LLC is a sister company of Smith Barid, LLC - an Established Estate and Business Planning Legal Services Firm with offices in Savannah and Atlanta. At LegacyBridge Wealth, we plan for today while accounting for the future of your loved ones. We are with you, your business, and your family along the way, as life changes, helping you navigate both the legal and financial hurdles that arise as you build wealth. We give our clients peace of mind around everything worked hard for in a lifetime. There is no one-size-fits-all in this business. That is why as a fully independent Registered Investment Advisory firm, we craft customized strategies that are unique to each individual client and are not married to any investment or insurance company. Fostering great relationships is an integral part of helping our clients secure the financial future of their heirs, because it allows us to provide solutions based solely on each family’s individual needs and desires. LegacyBridge Wealth Management, LLC is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. CRD: 332997 Disclosures: https://legacybridgewealth.com/legal-and-disclosure
Specialties
Where is LegacyBridge Wealth Management, LLC located?
LegacyBridge Wealth Management, LLC lists 1 location.
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Frequently asked questions about LegacyBridge Wealth Management, LLC
What does LegacyBridge Wealth Management, LLC do?
Tax-Efficient Estate & Wealth Planning for Affluent Individuals, Families, and Business Owners with the Goal of Solidifying Legacy and Obtaining Peace of Mind. LegacyBridge Wealth a Registered Independent Advisory Firm. Our Advisors are Fiduciaries, Providing Comprehensive Wealth and Estate Planning Strategies to Protect from What Could go Wrong, and Invest in What Will Go Right. LegacyBridge Wealth Management, LLC is a sister company of Smith Barid, LLC - an Established Estate and Business Planning Legal Services Firm with offices in Savannah and Atlanta. At LegacyBridge Wealth, we plan for today while accounting for the future of your loved ones. We are with you, your business, and your family along the way, as life changes, helping you navigate both the legal and financial hurdles that arise as you build wealth. We give our clients peace of mind around everything worked hard for in a lifetime. There is no one-size-fits-all in this business. That is why as a fully independent Registered Investment Advisory firm, we craft customized strategies that are unique to each individual client and are not married to any investment or insurance company. Fostering great relationships is an integral part of helping our clients secure the financial future of their heirs, because it allows us to provide solutions based solely on each family’s individual needs and desires. LegacyBridge Wealth Management, LLC is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. CRD: 332997 Disclosures: https://legacybridgewealth.com/legal-and-disclosure
How many employees does LegacyBridge Wealth Management, LLC have?
LegacyBridge Wealth Management, LLC has around 3 employees on LinkedIn.
Where is LegacyBridge Wealth Management, LLC headquartered?
LegacyBridge Wealth Management, LLC is headquartered in Savannah, Georgia.
When was LegacyBridge Wealth Management, LLC founded?
LegacyBridge Wealth Management, LLC was founded in 2024.
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