Legacy Solutions, LLC
Legacy Solutions, LLC is a family-oriented, SEC-registered investment adviser headquartered in Kennett Square, Pennsylvania. Founded in 2002 by Daniel Danese, the firm is multi-generational and privately owned, serving primarily individual and high net worth clients across the United States. With about 5-6 employees and over 65 years of combined financial experience, Legacy Solutions provides investment advisory, financial planning, and consulting services, focusing on building strong and lasting relationships with clients, including families and small businesses. Their approach is rooted in personalized service and family values, aiming to simplify and secure clients’ financial futures.
Investment Strategy
Legacy Solutions, LLC delivers discretionary and non-discretionary investment advisory services tailored to the specific needs of each client. Their philosophy emphasizes process-driven financial planning, incorporating various market and life scenarios to build actionable, measurable strategies. The firm typically uses a fiduciary approach, designing individualized portfolios heavily allocated to ETFs and diversified assets, balancing long-term growth with risk management. Clients receive customized advice with a focus on multigenerational success and adapting strategies as family or business circumstances change.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 16.03% | $17.8M | 227,496 | $69.10 | $78.34 | +$1.3M |
S SPDW | SPDR INDEX SHS FDS | 8.17% | $9.1M | 212,374 | $34.40 | $42.79 | +$404.9K |
I IUSG | ISHARES TR | 7.56% | $8.4M | 51,096 | $139.31 | $164.54 | +$548.7K |
I IUSV | ISHARES TR | 6.62% | $7.4M | 73,679 | $92.65 | $99.95 | +$417.6K |
C CGGR | CAPITAL GROUP GROWTH ETF | 6.21% | $6.9M | 157,302 | $37.24 | $43.92 | +$484.8K |