Remarkably Clear. Refreshingly Human.
We establish understandable, manageable strategies for your financial plan
—and we put the people before the numbers every time.
Integrity in Every Investment
Thoughtful Asset Allocation
Every investor has different needs and goals for their financial future. With every client, we take a calculated approach when allocating assets—keeping tax mitigation, withdrawal strategies, and longevity into account.
Thorough Wealth Planning
We look at your whole financial picture—including savings accounts, debt, insurance, Social Security, and more. Then, we create a plan that’s uniquely tailored to you—you won’t find cookie-cutter solutions here.
Giving
Strategies
Together, let’s create wealth strategies that not only bless your heirs, but also make a greater impact on the causes and organizations you care about.
We Take Care of the Numbers Without Treating You Like One
You may find your financial picture is more complicated than ever. But you don’t want to simply pass off your finances to a stranger and risk your potential legacy to someone who knows little about your dreams and goals.
We believe there’s a different way to approach your finances—one that provides remarkably clear guidance with a refreshingly human touch.
At Legacy Wealth, we understand that your life and legacy are about more than money. Our experience lies in making sense of complicated financial situations so you can take actionable steps toward your goals. But our heart lies in the people we serve—it’s our joy to help you and your family live, give, and thrive in all life’s circumstances. As we partner with you, our goal is to make your finances remarkably clear, so you know what each dollar is doing. But we don’t treat the process like a transaction. Our team is also refreshingly human. As our client, you’re part of our Legacy Wealth family.
Explore Our Services
Forbes Best in State
Personalized and knowledgeable service is our standard here at Legacy Wealth Advisors. Since 2018, Fernando S. Ereneta has been named Forbes’ best-in-state wealth advisor for the state of Illinois. We are deeply grateful for this recognition, but even more so for the trust of our community.
In 2023, 2024, 2025, and 2026, we were named best-in-state wealth advising team. We strive to provide this level of excellence to every client, every day—not for the recognition, but for the lasting change we can make in every client’s financial life.
Create A More Personalized Strategy
Schedule a Call Today!
When you start to dream about your future, the last thing you want is for unforeseen challenges to arise.
A complimentary call with the Legacy Wealth Advisors team can help bring clarity to your future. In this call, we’ll get to know you and your family, learn more about your financial goals and challenges, and offer a glimpse into our people-first approach to managing your plan.
After our call, there’s no obligation to continue working with us. We are always more than happy to provide a second opinion no matter where you are in your financial planning journey!
Your Legacy is a Worthwhile Investment
What You Can Expect from Legacy Wealth Advisors
-Popular Blog Articles-
What to Do with Sudden Wealth
At Legacy Wealth, we often get clients who face sudden wealth circumstances—they have received an inheritance, sold a business, or have even won a legal case. In these situations, it’s hard to know how to wisely manage this money. In this article, we’ll take a look at comprehensive strategies for sudden wealth.
Confusion Doesn’t Have to Define Your
Retirement Future.
Start exploring your opportunities with a free consultation call.
