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Your Trusted Financial Partner

High level service and resources to help you achieve financial independence.

(781) 275-1970

Proudly Serving as Fiduciaries

At Legatus Wealth, we maintain a fiduciary relationship with our clients.

Acting in the best interest of our clients is our foremost responsibility and privilege. We sought out several well known & high level credentials while choosing to be independent brokers and agents in order to fulfill our duty and honor as your advisors. Many of our designations obligate us to engage in many hours of continuing education courses in order to stay current on laws and trends within the wealth management industry. Part of these requirements also involve transparency in all dealings with clients. Fiduciary duty is thought to be the most revered and powerful aspect of the financial industry. We cannot imagine conducting our firm any other way.

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Services

We provide extensive insight and advice in all areas of personal and professional wealth management.

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Values

As an everyday extension of our mission, our values are not rules, but the very definition of who we are.

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Trust

Our goal is not to be the right firm for every person, but the perfect fit for a select group of clients.

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