How would you

LIVE YOUR LEGACY?

Raj Sathyaseelan

Wealth Advisor, CEPA

I am a Wealth Advisor at Legacy Wealth and a Certified Exit Planning Advisor (CEPA). I am also an Investment Banker and M&A Advisor. I leverage advanced tax strategies and alternative investment opportunities (Private placements) to offer bespoke financial strategies to clients. I always put my clients first with utmost fiduciary care. I take pride in providing access to wide range of various financial instruments based on your financials goals, specific tax strategies ensuring the fit, liquidity and cashflow requirements.

Why work with Legacy Wealth Management Advisor?

We offer Endowment Model for our clients that have been used by large institutions such as Insurance Companies, Banks, Billionaires and Univerity endowments for generations. As fiduciaries, it is our goal to execute our duties with prudence, care, skill and thoroughness. We understand the high standard we are expected to meet as we are ethically bound to act in others’ best interests.

Legacy_Endowment_model

Experienced Due Diligence team who have a process driven path for new opportunities.

Alternatives: 40+
Assets Under Management: $600M+
Alternative options with Targeted Returns ranging 5-30%
Oil and Gas
Private Credit
Venture Capital
Private Equity
Tax Specific Strategies

This is What Financial Freedom Means to Me.

Raj Sathyaseelan

Wealth Advisor, CEPA

Contact Us

raj.sathyaseelan@legacywealthmg.com

C: 415-900-8803

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Disclaimer

Legacy Wealth Management, LLC, is a registered investment advisor with the Securities and Exchange Commission. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. This document is provided for educational purposes only. All investment strategies have the potential for profit or loss and no investment strategy can guarantee positive returns. Under no circumstances should this information be construed as an offer to sell or a solicitation of an offer to buy any particular service or product.