At Legacy Care Wealth, our mission is to change your perception of financial planning into easy-to-implement financial changes that will help you reach your life goals!
Legacy Care Wealth is a family owned and operated financial planning firm based in Jersey City, NJ to service New Jersey and the greater New York City area. We develop goal-based 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 lifetime success. Through our fee-only 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.
Increased oversight of your savings and spending allows your family to have more clarity on the path to achieving your financial targets.
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.
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.
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.
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.
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.
REACH A PLANNER,
REACH YOUR DREAMS,
REACH FOR MORE...
Advisors earn ADPA® Designation
Founding partners Robert Colon and Danna Jacobs both earned the ADPA(R) designation honoring their work as advanced planning for domestic partners.
Awarded 2015 Best of Jersey City Awards
for Financial Planning
Legacy Care Wealth, LLC (“LCW”) is a registered investment adviser offering advisory services in the State of New Jersey, New York and Louisiana, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LCW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of LCW, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Legacy Care Wealth featured in Kiplinger article!
Legacy Care Wealth approved as NAPFA advisors!
NAPFA is the country’s leading professional association of Fee-Only financial advisors
LCW featured in WSJ Blog Post
The Wall Street Journal blog entitled "Wealth Adviser Daily Briefing: Wealth Management Faces Its Own Hurricane Season" highlights LCW and other young advisors who are changing the approach and perception of financial planning.