Our Services
BNB Wealth Management offers a full suite of services for people of all economic strata. From helping individual investors and business owners, to retirees and more, our advisors specialize in integrating every area of your financial life. Whatever you may hope to achieve, we’ll help ensure your plan works in unison so you can stay focused on what matters most.
No matter what you need, or when you need it, we’ll be here to help you maintain your financial freedom through all of life’s stages.
Financial Planning
True financial planning starts with you. As your financial stewards, our goal is simple: to help you grow and protect your assets. Our advisors build comprehensive and customized strategies that take everything into consideration. Whether you’re just starting your career or are preparing for retirement, we strive to satisfy the needs of today while laying the foundation for tomorrow. Learn More
Wealth Management
In addition to growing your assets, we seek to maintain your high standard of living and continue providing for you and your family. No matter where you are in life, our experts will be here to understand and harmonize your financial needs, from wealth protection and transfer, estate planning and administration, to education and retirement planning. Learn More
401k & IRA Rollovers
Whether you are seeking to transition ownership of your business to family, improve corporate benefits or more effectively reward and retain employees, our advisors have you covered. We can help you and your firm across a spectrum of retirement plan services, including monitoring and managing investments, customizing employee education, assisting cost control measures and more. Learn More
Insurance Strategies
Uncertainty is a part of life. As a comprehensive financial planning firm, we offer a full suite of insurance policies, including life, disability and long term care insurance for the continued protection of your assets. While monitoring your existing policies to guard against loopholes, our advisors will seek new opportunities to defend what you’ve worked so hard to achieve. Learn More
College Planning
Rising education costs require a forward-thinking plan. Legacy Wealth can help you prepare for one of life’s biggest investments. Learn More
Estate Planning & Charitable Giving
Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting. Learn More
Retirement Planning
Careful planning is crucial to reaching your retirement goals. In this ever changing market, planning for your retirement is critical. Now more than ever, it makes sense to speak with an experienced financial professional. Learn More