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Legacy Wealth Advisors (LWA) Overview
Type
Multi Family Office
General Information
Legacy Wealth Advisors (LWA) is a multi-family office headquartered in Miami. The firm provides tailored investment advisory and wealth management services to high-net-worth individuals and families, focusing on long-term capital preservation and growth. LWA offers comprehensive solutions that address investment strategy, estate planning, and intergenerational wealth transfer—supports clients in navigating complex financial landscapes and achieving their long-term objectives.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Miami, United States
Portfolio & Notable Allocations
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