- William Shakespeare
A Registered Investment Advisory and Wealth Management Firm
Legacy was founded in 2000. We are a boutique registered investment advisory and wealth management firm located in the heart of Silicon Valley. From the start, our mission has been to take care of the comprehensive needs of our individual, family and institutional clients in a highly personalized, service-oriented fashion. Financial peace of mind for our clients is our main goal.
While we focus on servicing clients throughout the Silicon Valley, from Monterey County to Marin County; we also have clients outside of California and spread across several states. Our clients come from a wide range of backgrounds including physicians, professors, corporate executives, entrepreneurs, retirees and real estate investors.
We have established long standing relationships with many individual physicians as well as with medical organizations like Santa Clara County Medical Association (SCCMA) and the Bureau of Medical Economics (BME). Since 2000, we have also taken on SCCMA and BME as institutional clients, managing their reserve investment accounts.
In late 2012, we formed a long-term strategic alliance with the Concert Global Group and affiliated companies. Concert Advisor Services provides Legacy with many back office services including IT and operational support including portfolio reporting. Concert’s national headquarters are located in the same building as Legacy, and we often work closely to service client needs.