Explore Our Core Wealth Management Services
At Legacy Vanguard, we offer a suite of tailored services designed to meet the unique needs of high-net-worth individuals and corporate leaders. Our expertise in wealth preservation, strategic business advisory, and legacy planning ensures that your financial goals are met with precision and care. Discover how our bespoke solutions can help you achieve sustainable growth and secure your legacy for future generations.
Wealth Preservation Strategies
Our wealth preservation services focus on safeguarding your assets through strategic planning and investment management. We work closely with clients to create tailored financial strategies that ensure their wealth is protected for future generations.
Strategic Business Advisory
Our strategic business advisory service provides high-level insights and strategies to help businesses thrive in competitive markets. We assist clients in making informed decisions that drive growth and innovation.
Comprehensive Legacy Planning
Legacy planning is about more than just finances; it's about creating a lasting impact. We help clients develop comprehensive plans that reflect their values and ensure their legacies endure.
Explore Our Comprehensive Service Offerings
At Legacy Vanguard, we provide a suite of services designed to empower our clients. From wealth preservation to strategic business advisory, each service is tailored to meet the unique needs of high-net-worth individuals and corporate leaders.
Wealth Preservation
Safeguard your assets with our strategic planning and investment management.
Business Advisory
Gain insights and strategies to thrive in competitive markets.
Pricing Options
Explore our tailored packages designed for your unique needs.
Basic Consultation
$500
Ideal for individuals seeking initial advice on wealth management.
- 1-hour consultation
- Personalized wealth assessment
- Follow-up email support
Comprehensive Wealth Strategy
$2, 000
For clients looking for in-depth financial planning and strategy.
- 3-hour strategy session
- Detailed financial plan
- Ongoing support for 6 months
Legacy Planning Package
$5, 000
Designed for families and businesses focused on long-term legacy preservation.
- Full legacy assessment
- Custom legacy plan
- Annual review and updates