Solutions
Financial Planning
We advise individuals and families requiring a comprehensive approach to wealth management and long-term planning.
Financial Planning as Strategic Coordination
Financial planning serves as the organizing framework through which all financial decisions are evaluated and aligned. We focus on structure, priorities, and foresight—ensuring each component of a family’s financial life works in concert.
Balance Sheet Design
We analyze assets, liabilities, cash flows, and ownership structures to create clarity around how wealth is positioned, controlled, and accessed—providing a comprehensive view of the family’s financial architecture.
Decision Frameworks
We establish planning frameworks to guide major financial decisions, from liquidity events and capital commitments to lifestyle transitions and generational planning—reducing complexity and improving consistency over time.
Ongoing Alignment
Financial plans are reviewed and refined as circumstances evolve, ensuring that planning assumptions remain relevant and that changes in one area of the financial life are coordinated across all others.
Financial Planning Leadership
Our financial planning solutions are supported by senior advisors and specialized professionals who collaborate to deliver disciplined, long-term guidance.
Armen Riley
Managing Principal & Lead Advisor
Legacy Private Wealth
Michael Mortellaro
Head of Financial Planning
Legacy Private Wealth
Explore Our Other Comprehensive Offerings
We apply a structured, integrated approach to managing private wealth, aligning investments, planning, and long-term objectives within a unified framework.
Wealth Management Insights
Clarity Begins With a Conversation
Connect with a Legacy Private Wealth advisor and experience how seamless wealth management transforms complexity into clarity.