Your Legacy
Planning Team

Your

We combine decades of experience in financial planning, estate law, and wealth strategy to help you protect what matters most.

Legacy Planning Team

Run Free Plan Audit  Schedule a Call  

Takes 5 minutes. No cost.

Ian Lewis

Wealth Advisor

I help families plan across generations by aligning your values with your wealth. With years of experience, I believe that peace of mind comes from clarity and coordination

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Michael Smith, Esq.

Wealth Advisor | Estate Planning Attorney

With 25+ years of experience, I specialize in tax-efficient estate design for high-net-worth families. I work hand-in-hand with your financial strategy to ensure everything flows smoothly — legally and generationally.

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LegacyBridge Wealth

Management

Content on this site is for informational purposes only and does not constitute investment, tax, or legal advice from LegacyBridge Wealth Management. No results are guaranteed—investing involves risk, including possible loss of principal, and past performance is not indicative of future results. This information may not fit your situation; please consult a qualified professional before making any financial decisions.
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