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About Us

Your wealth is very much your life. It represents decades of persevering through life’s ups & downs and the determination to build something better. You deserve a trusted financial partner who understands your wealth picture and who will work just as hard to help you protect it.

Legatus Wealth utilizes a holistic approach to wealth management. One that not only encourages financial prosperity, but confidence knowing you have the insight and resources to make informed decisions throughout your lifetime. Our full-service, comprehensive financial planning firm partners with all types of persons & entities, including families, professionals, businesses & business owners, non-profit organizations, & millennials who want more.

Our passion for educating clients extends well beyond the text of this website. With office locations throughout New England, we are wholly committed to being the partner who is always there to guide you along life’s journeys. Because you deserve to enjoy every moment life has to offer - free from stress, worry or fear for the future.

It’s time to live the life you’ve always envisioned. It’s time to call Legatus Wealth.