Secure Your Financial Future with LegacyBridge Wealth Management
Secure a thriving future and lasting legacy. Discover personalized wealth management solutions at LegacyBridge — where your financial vision bridges generations.
Explore Our Tailored Wealth Management Solutions
Explore personalized financial strategies designed to secure and grow your wealth, ensuring a lasting legacy and peace across generations with LegacyBridge.
Explore Tailored Wealth Management Solutions for Your Future
Explore tailored solutions for wealth growth, retirement, and legacy planning.
Comprehensive Financial Planning Solutions
LegacyBridge offers personalized financial planning, addressing retirement, investments, and tax strategies to achieve individual long-term financial goals.
Tailored Retirement Planning
We create personalized retirement strategies, focusing on wealth accumulation and effective income distribution, tailored to secure your financial freedom in retirement.
Estate & Trust Planning
LegacyBridge offers estate planning guidance and strategic solutions for effective wealth management and transfer, ensuring the preservation and continuation of your legacy.
Tax Management & Optimization
Tax Management and Optimization: Proactive strategies to minimize tax liabilities, enhancing overall investment returns and safeguarding wealth.
There are no warranties express or implied.
LegacyBridge Wealth Management, LLC is a registered investment adviser located in Savannah, Georgia. LegacyBridge Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. LegacyBridge Wealth Management, LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LegacyBridge Wealth Management, LLC's web site on the Internet should not be construed by any consumer and/or prospective client as LegacyBridge Wealth Management, LLC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LegacyBridge Wealth Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LegacyBridge Wealth Management, LLC, please contact the state securities regulators for those states in which LegacyBridge Wealth Management, LLC maintains a registration filing. A copy of LegacyBridge Wealth Management, LLC's current written disclosure statement discussing LegacyBridge Wealth Management, LLC's business operations, services, and fees is available at the SEC's investment adviser public information website – www.adviserinfo.sec.gov or from LegacyBridge Wealth Management, LLC upon written request. LegacyBridge Wealth Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LegacyBridge Wealth Management, LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through LegacyBridge Planning Solutions, LLC and individually licensed and appointed insurance agents.