Legado Wealth Management

Founder and CEO Meredith Moore leads the firm's investment and advisory decisions. She built the practice after an earlier career structuring portfolios for high-net-worth clients at established financial institutions. Legado operates as a boutique, so portfolio construction and client strategy are not delegated to a separate CIO layer.

Legado's client base forms largely through professional referrals from estate attorneys, divorce mediators, and trust officers who encounter women managing concentrated wealth for the first time. The firm does not advertise broadly, consistent with its positioning as a specialized fiduciary rather than a mass-affluent aggregator.

The firm constructs portfolios across public equities, fixed income, and private-market exposures. Its public materials emphasize manager selection and asset allocation rather than sponsoring in-house funds, suggesting it acts as a discretionary advisor assembling third-party strategies rather than a GP raising commingled vehicles.

Legado operates as an independent registered investment advisor (RIA) based in New York. It is not part of a bank, trust company, or multi-family-office platform, and it has not disclosed plans to roll up into a larger aggregator — a structure that supports its fiduciary-only stance.

No separate philanthropic foundation or donor-advised fund platform is publicly associated with Legado. The firm advises on charitable giving and trust structuring within its broader wealth-transfer practice, but it does not operate a standalone philanthropic entity.