Legacy Wealth Management is a family-oriented, fee-based wealth management firm with the goal of assisting clients throughout life’s various stages and challenges. 

Our firm mission is to serve our clients as trusted advisors, helping them reach their financial goals. Legacy Wealth Management Advisors currently serve C-Suite Executives, Entrepreneurs, HNW and multi-generational families across the country. 

We are privileged to have the opportunity to work with many exceptional families (often serving several generations) as well as closely- held businesses and their owners. Established in Narragansett, Rhode Island, we now have expanded to Florida and Massachusetts.

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

Finance

Investment Management

Personal Finance

Retirement

Legacy Wealth Management Advisors

Legacy Wealth Management Advisors' headquarters in Delray Beach, United States

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Jorge Flores

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