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What We Do

As a comprehensive financial planning firm, we provide extensive insight and advice in all areas of personal and professional wealth management. Our team of expert, well-credentialed professionals design actionable strategies aimed at long-term wealth success.

Our extensive experience working with high net-worth individuals and their families, as well as family businesses and foundations, coupled with our impressive industry credentials - makes Legatus Wealth New England’s premier boutique planning firm.

By respecting the unique journey of each individual client, we work hard to uncover and understand their desired lifestyle and goals. With purposeful intent, we lean on this insight to design a truly custom strategy that provides a clear pathway to their ideal life. These goal-oriented plans can include:

  • Personal Financial Planning
  • Investment Management
  • Business Management
  • Tax Planning Services
  • Retirement Planning and Sustainable Income Strategies
  • Life, Long-Term Care, and Disability
  • Estate Planning
  • Social Security and Medicare Analysis