Legacy Care Wealth is family owned and operated and based in Jersey City, NJ to service New Jersey and the greater New York City area. We create comprehensive financial plans that fully capture your current and future wealth pictures. We employ comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with their life goals. We strive to understand and communicate a comprehensive view of family wealth and business success. Through our fee-based platform, we are aligned with our clients’ interests to maximize wealth.
Our high attention to customized service and our independent advice is what truly sets us apart. This quality of service coupled with a clear path towards financial goals allows our clients to attain their dreams.
Protecting your wealth accumulation is a key priority in any financial plan. We perform a risk analysis for you and your family to ensure the proper tools are in place.
We provide a comprehensive financial plan to help with your financial goals.
Increased oversight of your savings and spending allows your family to have more clarity on the path to achieving your financial targets.
With ever-changing tax laws, tax efficiency is becoming a more integral part of your family’s financial plan. If taxes are not properly managed, they can significantly diminish your chances of attaining your financial goals.
Student/Partner Alliance Board Member
Danna Jacobs was asked to join the Board of the Student/Partner Alliance, a non-profit organization that partners sponsors and mentors with underprivileged high school students in urban communities to support the students' private school education and to promote educational advancement.
Check out our blog!
Interesting posts about personal finance, updated regularly.
Literacy Exchange Panel
Robert Colon was featured on a Literacy Exchange Panel entitled, "Money: Financial Literacy For Extraordinary Goals" at WORD Bookstore in Jersey City, NJ.
We stay current on tax codes and regulations to ensure that your asset growth is not limited by a lack of tax oversight.
We offer truly unbiased and independent advice to guide investment choices that are in your best interest.
Now more than ever our financial futures require comprehensive analysis to maintain success. We want you to understand not only your financial picture of today, but also your retirement and legacy for tomorrow.
By being a trusted adviser, and maintaining a year-round relationship with our clients, we are able to better position clients to use all available credits and deductions and minimize tax liability.
REACH A PLANNER,
REACH YOUR DREAMS,
REACH FOR MORE...