# Legacy Solutions

Legacy Solutions is a Bank / Wealth / Trust based in Kennett Square, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kennett Square, United States
- **Region:** North America
- **Address:** Kennett Square, PA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** legacysolutions.org
- **LinkedIn:** https://www.linkedin.com/company/lgcyit

## Regulatory record

- **CRD number:** 323360
- **SEC file number:** 801-126819
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323360

## About

Formed in 2022, Legacy Solutions operates from Kennett Square, Pennsylvania, offering integrated wealth management to individuals, business entities, trusts, and estates. The firm builds its value proposition around the intersection of financial planning and risk management, positioning for the structural demand created by the largest intergenerational wealth transfer in US history. The firm's advisory model bundles financial planning with portfolio management and risk oversight. Service lines cover investment strategy development, estate coordination, tax-aware structuring, and business-entity planning. Geographic focus appears concentrated in the Mid-Atlantic region, with no public record of additional offices or nationwide expansion. Team size and assets under management are undisclosed. No public record exists of named investment principals, adjacent philanthropic vehicles, or separate operating businesses housed alongside the advisory practice. Legacy Solutions represents the post-pandemic wave of boutique wealth managers launching in established affluent corridors — Kennett Square sits within Chester County's concentrated private-wealth belt. The firm's structural distinction lies in its formation timing: a 2022 launch aimed explicitly at the early innings of the Baby Boomer wealth handoff, building a book from intergenerational trust and estate workflows rather than migrating an existing client base from a predecessor firm.

## Questions

### Who runs investment decisions at Legacy Solutions?

No named principals have been publicly identified. The firm has not disclosed a CIO, CEO, or managing director in any regulatory filing, press release, or professional network profile as of available records.

## Related profiles

- [Legacy Planning & Associates](https://altss.com/profile/legacy-planning-associates)
- [Legacy Trust Group](https://altss.com/profile/legacy-trust-group)

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Last updated: 2026-06-03T20:00:00.000Z

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