Todd Purich, Wealth Advisor - Legacy Private Client Services, LLC
Life Insurance
Why pick this one
Todd Purich, Wealth Advisor at Legacy Private Client Services, has over 30 years of experience providing financial planning and life insurance solutions in Raleigh, NC.
Best for
- high-net-worth individuals seeking comprehensive wealth management
- families looking to optimize wealth transfer strategies
- clients interested in philanthropic planning
Look elsewhere if
- those needing quick or low-cost life insurance options
- individuals without significant assets to manage
Specialties
- life insurance solutions for affluent clients
- tactical solutions modeling
- income planning
- corporate fiduciary services
Certifications
- licensed as a fiduciary
- affiliated with New York Life Insurance Company
- Registered Advisor Affiliate with Eagle Strategies, LLC
What makes them different
- holistic wealth planning approach
- fee-based advisory planning structure
- focus on optimizing family wealth enterprise
- collaboration with various subject-matter experts
- experience interfacing with influential advisors
- Years in business
- over 30 years
- Serves
- Raleigh, Cary, New Bern
Distilled from this business's own website.
Contact & Location
- Address
- 4140 Parklake Ave Ste 450, Raleigh, NC 27612
- Phone
- 9198410640
- Website
- https://www.legacypcs.net/
- wght@400..700
Services
- financial planning
- investment advisory services
- wealth transfer and philanthropy consulting