Our Mission, Vision & Values

Our Mission

At Legacy Wealth Advisors of NY, our mission is to empower small businesses, individuals, and families, to make informed financial, estate, and private wealth management decisions. We aim to guide our clients through the complexities of financial planning with a personalized approach that addresses their unique needs and goals.

Our Vision

Our vision is to be recognized as a premier financial advisory firm that is deeply rooted in the communities we serve. We aspire to foster sustainable growth and financial security for our clients, enabling them to leave a lasting legacy for generations to come.

Our Values

  • Integrity: Conducting ourselves with honesty and upholding high ethical standards
  • Accountability: Taking responsibility for our actions and the advice we provide
  • Excellence: Striving for the highest quality in all that we do
  • Community: Committing to the growth and well-being of the communities we serve
  • Adaptability: Embracing change and continuously seeking better ways to serve our clients

Integrity, accountability, excellence, community, and adaptability guide us. We're committed to conducting ourselves with the highest ethical standards, taking responsibility for our advice, striving for excellence, contributing to our community, and embracing change.

Education, Guidance & Mentorship 

We believe in empowering our clients through all aspects of their lives, offering knowledge and advice to navigate the intricacies of their personal, professional, and everyday decisions. Our goal is to provide the tools and support necessary for informed decision-making, ensuring our clients are well-equipped to meet their personal and professional objectives.

Who We Are

We are a team of professionals united by a passion for helping our clients thrive. Our team shares a common goal: to provide expert financial guidance and support to the communities we serve.

What We Do

We provide comprehensive financial planning services with a focus on:

  • Wealth management and insurance
  • Retirement preparation, planning and guidance
  • Development of qualified and non-qualified plans
  • Risk management, and wealth transfer strategies
  • Education, consulting, mentorship
  • Sustainable business transfer planning
  • Employee benefit planning, consulting, and support

Our approach is grounded in a thorough understanding of our clients' needs, aspirations, and the unique challenges they face, particularly within our niche markets.

Why We Do It

We're motivated to see our clients succeed. Our approach extends beyond transactions to build lasting relationships, supporting clients as they achieve their goals and secure their legacies.

What's Important to Us

At Legacy Wealth Advisors of NY, what's important to us is the success and satisfaction of our clients. We are deeply invested in their goals and dedicated to providing strategies and support that not only address their immediate needs but also ensure long-term security and prosperity. We believe in education, empowerment, and partnership to make a meaningful difference in the lives of those we serve.