Melville, NY Financial Advisors | Legacy Wealth Management

Working toward your goals It starts with a strategic plan

Legacy Wealth Management

631-420-6491

855-255-3833

58 South Service Road
Suite 310
Melville, NY 11747

“Helping families feel confident about their future is what motivates us.”

— Paul Wexler

You’re not like anyone else. Your financial plan shouldn’t be, either. We are a group of experienced Financial Advisors who thrive on designing strategies to help pursue life’s most important goals.

Planning is our passion. We can help you feel more confident about your portfolio, your retirement and your legacy. With more than three decades in the business, we have lived—and invested—through every type of market environment. We apply this knowledge to your unique situation as we seek to address your financial needs.

Let’s start the conversation.

Retirement planning

Confidence to live the life you want

We view retirement planning as a lifelong task. At every stage, we offer insightful advice about how to pursue your vision.

Accumulation: In this stage, competing financial priorities can make it difficult to focus on retirement. We can design a plan to save for your goals while funding current needs.
Transition: As retirement approaches, you need a different set of strategies. We can create an income generation plan to support your retirement needs.
Retirement: Once you’ve retired, you need a strategy to ensure you won’t outlive your money. We can help you address longevity risk, investment fluctuations and rising costs so that you can thrive.

Financial planning

A strategy to help you pursue your goals

A comprehensive financial plan involves more than just investments. We’ll consider insurance, legacy planning, lending, college funding, philanthropy and more when creating your plan.

“It all starts with a financial plan that helps our clients stay the course in all market environments. ”

— Brian Lacks

Discover
Assess
Create
Implement
Monitor

Discover

We start with multiple conversations about your needs and wants, dreams and concerns.

Assess

Our Financial Goal Analysis helps us understand where you want to go—and whether you’re on track to get there.

Create

Your individualized financial plan includes concrete financial goals and a timeline for reaching them in line with your risk tolerance.

Implement

We employ innovative investment strategies to pursue the growth you need while seeking to preserve the wealth you’ve built.

Monitor

We regularly review your investments and measure progress toward your goals, adjusting your plan to reflect changes in your family’s life.

Responsive service

Help with the questions that matter most

We want to be your first call for any questions, whether they relate to your finances or not. As your Advisors and advocates, we are always here for you.

“We want the service our clients experience to be similar to that of a boutique family office while having the resources and expertise of one of the world’s leading wealth management firms behind them.”

— Matthew Kroin

A tenured team: Our client service advisors, whom we consider the MVPs of our team, have worked with each other and with us for many years.
Personalized service: We look forward to getting to know you and your family. Our goal is for our clients to become our friends.
The next generation: We’re here for your children and grandchildren. They should not hesitate to call us if they have a question.

A global leader

The depth and breadth of UBS

We offer the personal attention and intimate scale of a family office, as well as access to the resources and intellectual capital of UBS, one of the world’s largest wealth managers. Your relationship with your Financial Advisor encompasses the range of specialists and services at UBS.

Our wealth planning services include:

Customized asset allocation
Risk-aware investment management
Tax minimization strategies
Concentrated stock positions
Education funding
Charitable trusts and philanthropic services
Estate planning strategies
Annuities
Life insurance
Long-term care insurance
Residential mortgages

Paul Wexler, Matthew Kroin and Brian Lacks have been recognized as industry leaders

Forbes Best-In-State Wealth Advisors, 2019, 2020

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Insights

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