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


phone

212-309-3196
212-309-3054



phone

855-264-0837





address

299 Park Avenue
8th, 9th + 11th Floor
New York, NY 10171



 

 

 

 

 

 

 

 

 

 


Wealth management process

Well-defined and informed financial decisions

Learn more


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.

Learn more


Investment Consulting

Our holistic investment management approach starts with portfolio performance analysis and an evaluation of your return requirements and risk tolerance.

Learn more


Our Services

Access to a wide range of services is essential to our relationship.

Learn more



Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts