Experience Makes all the difference
At Legacy Partners Wealth Management, we understand your priorities: maintaining your lifestyle, preserving your values, realizing your passions and preparing – as our name implies- your family to be responsible stewards of your wealth and legacy. The team has over a century of combined experience in wealth management. This experience combined with our proactive planning framework make a difference in creating tailored solutions no matter your stage of life. Legacy Partners integrates the intellectual capital and global resources of UBS with the best-in-class services and intimacy of a boutique investment firm. Our reputation is built on sound advice, excellent service, strong communication, and long term client relationships.
Andrew T. Le, CFP®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Wealth Advisor
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650-289-7078
Barry A. Elkins
Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
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650-289-7081
Pamela J. Davies
Senior Vice President - Wealth Management
Wealth Advisor
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650-289-7038
Nicholas John Hunt
Financial Advisor
First Vice President- Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
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650-289-7010