Legacy Wealth Management Advisors
Jorge Flores, AIF®, CEPA®, currently serves as Managing Director and Senior Wealth Advisor at Legacy Wealth Management Advisors, focusing on fee-based advisory services for high-net-worth and ultra-high-net-worth families, family offices, and closely-held businesses. As Managing Partner at AccelHUB Venture Partners since November 2019, Jorge draws on a wealth of experience that includes roles such as Senior Wealth Advisor at Savior Wealth and a series of executive positions at ALPFA, Inc., including Chief Innovation Officer and Chief Content Officer. Jorge's comprehensive background in wealth management, business development, and financial advisory is complemented by an educational foundation that includes certifications in financial planning and degrees in international business and relations.
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Legacy Wealth Management Advisors
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.