Supporting you in striving to achieve your financial goals

500 +
Satisfied clients
100 %
Transparent assistance
30 Mn+
Money invested

Legacy Wealth Planner

Legacy Wealth Planner creates customized financial plans for each and every client. Our business model is designed to cater to the needs of both businesses and individuals, and our goal is to help you strive to achieve your long-term and short-term financial goals. Since we know how challenging financial planning can be, we’re here to join hands with you to help you attempt to organize your financial life.Through the firm’s relationship with Saxony Securities, Inc (Broker Dealer) and Saxony Capital Management, LLC., (Registered Investment Advisor), Sudhir Pai, a is Registered Representative and Investment Advisor for these firms who guides you with your financial planning, supporting you in striving to achieve your financial goals. He evaluates your needs and risk tolerance and prepares a customized, robust plan to match the financial needs of your business.


















Why Legacy Wealth Planner


Legacy Wealth Planner develops plans suited for your specific needs. Our goal is to eliminate the complexity around evaluating and selecting your insurance and investment needs. Legacy Wealth Planner offers you guidance to sort through the vast array of products and confusing literature available to you.

Unique Opportunities
We’re a group of investment specialists with expertise in investment analysis, portfolio management, real estate, hedge funds, project development, and insurance services. We’re at your disposal and we help you find potentially attractive alternative investment options as well as important, often overlooked, tax strategies.
Unlimited Access
Legacy Wealth Planners helps you explore the world of Alternative Investments. We firmly believe that every investor should dive deeper into Alternative Investments, and to support this belief, we help you find alternative assets in line with your investment profile for you to consider.
Uninterrupted Focus
We build relationships that are focused on doing what is right for you. In doing so, we keep both the present and the future in mind, so that the solution that we devise is not only apt, but is also targeted towards being helpful in the long run. We start off by understanding your financial situation and goals, and based on that, we focus on the opportunities that we believe are the best for your cause.

Contact us today for help-seeking a financially sound future!