Legacy Wealth Investment Counsel jobs and careers

About Legacy Wealth Investment Counsel

Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide. Founded in 2024 and headquartered in Newport Beach, California, the firm delivers integrated, planning-led solutions designed to address the complexities of modern wealth. Legacy Wealth supports clients through major liquidity events, intergenerational wealth planning, and long-term investment oversight. In addition to its Newport Beach headquarters, the firm maintains an office in Century City, a leading financial and business district in Los Angeles. We are Fiduciaries and always put our clients' interest above all else. Contact our team to schedule a conversation: 📧 Email: info@legacywealthic.com 📞 Phone: (949) 867-7670 Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor.