Connecting all aspects of your financial life
“We get to know you on both a financial and personal level. That is how we provide the specific advice and comprehensive services to help you pursue your goals.”
— Alpha Legacy Wealth Management
Focus
With a global focus and extensive experience, Alpha Legacy Wealth Management takes the time to understand the uniqueness of each family and provide professional investment and wealth planning.
Discipline
Using a disciplined approach built on a commitment to developing lasting relationships, we work closely with each generation to achieve your long-term goals and ease the challenges of major life milestones.
Consultative services
Our consultative services include specialized wealth planning that starts with portfolio management incorporating philanthropic and wealth transfer planning.
Holistic approach
This holistic approach enables our team to build strong, personal relationships by looking beyond your assets and integrating all aspects of your financial life.
Alpha Legacy Wealth Management
212-309-3196
212-309-3054
855-264-0837
299 Park Avenue
8th, 9th + 11th Floor
New York, NY 10171
Wealth management process
Well-defined and informed financial decisions
Comprehensive planning
In line with creating your investment portfolio, we help ensure that informed decisions are made no matter what stage of life you are in or what financial challenges you face.
Investment Consulting
Our holistic investment management approach starts with portfolio performance analysis and an evaluation of your return requirements and risk tolerance.
Our Services
Access to a wide range of services is essential to our relationship.
Our perspectives
Insights