About

Legacy Wealth Investment Counsel, LLC ("Legacy Wealth") is an independent, fee-only, wealth management firm serving investors, families and organizations across Orange County and Los Angeles. Headquartered in Newport Beach, California, the firm provides integrated, planning-led solutions designed to address the complexities of modern wealth. The firm offers a comprehensive suite of custom wealth management services, including tax-efficient investment management, financial planning, estate and legacy planning, insurance planning, and business consulting. The firm also supports clients through major liquidity events, intergenerational planning, and long-term strategic decision-making. In addition to its Newport Beach headquarters, Legacy Wealth maintains a second office in Century City, a premier business and financial district adjacent to Beverly Hills and the broader West Los Angeles area. We are Fiduciaries and always put our clients' interest above all else.