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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Greg Carrico

President and Partner

(586) 273-0072

(586) 273-0074

gcarrico@legacy-wealth.com

In addition to serving his clients a financial advisor, Greg serves as the President of Legacy Wealth Advisors. Greg takes his time with clients to understand and uncover their unique goals and concerns, develops a comprehensive plan...
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Jeffrey Bruss

Partner

(586) 273-0072

(586) 273-0074

jbruss@legacy-wealth.com

Jeffrey enjoys providing comprehensive wealth management services to his clients. In addition to being a financial advisor, he also is an estate planning attorney and a licensed real estate broker. Jeffrey takes time with his clients...
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