Alexander Legacy Private Wealth was founded on the principle to ADVANCE our clients financial goals, dreams and priorities by gaining access to trusted and sound financial advice.
We serve our clients by gaining knowledge and seeking understanding around their financial goals, concerns and expectations. We identify any obstacles, and present opportunities that will help get our client to their desired outcome.
We work with our clients to establish a financial plan that spans out three generations. Our goal is for our clients to leave a lasting legacy, with philanthropy at the core of their financial strategy.
To be a culturally diverse wealth management firm with a focus on amplifying our client’s legacy through philanthropy, impact, and purpose.
To fulfill our vision by advancing the next generation of advisors and investors to attract, protect and transfer wealth.