Legacy Wealth Advisors, LLC is an independent, fee-only registered investment advisory and wealth management firm based in San Jose, California. Founded in 2000, the firm specializes in serving high-net-worth individuals, families, and institutional clients by providing comprehensive financial planning, investment management, estate and charitable planning, and multi-family office services. Their team-based approach involves collaborating with clients’ existing advisors, such as CPAs and estate planning attorneys, to develop and implement tailored financial strategies. With a commitment to personalized service, Legacy Wealth Advisors aims to address complex financial challenges and support clients in achieving their long-term financial goals.