Legacy Care Wealth, LLC

Legacy Care Wealth, LLC (CRD# 167592) is a financial advisory firm headquartered in Morristown, NJ. They manage $19,448,270 in 161 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $120,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NJ, NY, PA

Financial Advisors at Legacy Care Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Danna Jacobs
CRD#: 5366446
1 High Street Court, Morristown, NJ 07960

Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.

 

We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities.  My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai).  I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly matters, managing their careers, taking care of their families, and enjoying their lives.  

 

Prior to launching Legacy Care Wealth, I was a Client Service Associate at Barclays Wealth & Investment Management Division working with a top investment advisor at the firm from January 2010 to March 2013. My responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities.  In addition, I hold an MBA from New York University's Stern School of Business. I completed my MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. I also hold a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian.  Lastly, I am a trustee and board member of the Student/Partner Alliance (S/PA), a non-profit organization that partners high school students from Jersey City and Newark with both scholarships and mentors so they can attain a private high school education. 

2
Taylor M. Peters
CRD#: 7581371
1 High Street Court, Morristown, NJ 07960

Taylor Peters (CRD# 7581371) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Morristown, NJ and has 1 year of experience in the finance industry. Taylor Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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