THE GREATEST RETURN:
YOUR TIME BACK.
Too much time is spent navigating the complex world of personal finance and investigating the overwhelming flow of potential misinformation. We intend to end that.
At Aurelius Legacy Partners, we understand that wealth is a testament to your hard work, determination and aspirations for the future. We aim to ensure your financial planning is organized and optimized, so you can reinvest today’s time into the people and experiences that align with your passion, pursuits, and ventures.
HOLISTIC COORDINATED ADVICE
We streamline the organization of personal planning, corporate benefits, and any existing advisory relationships, to craft strategies that align seamlessly with your overall financial picture. Enriched by sophisticated tools and decades of industry experience, we create complete financial clarity, helping you optimize the impact of every life or business decision.
A POWERFUL NETWORK TO HELP YOU MAXIMIZE YOUR IMPACT
Navigate your financial world with a well-coordinated and collaborative effort by a dedicated team of specialists from the investment, insurance, estate, legal, and tax disciplines. We’ll help you identify, vet, and integrate these professionals, ensuring that you have a cohesive strategy to safeguard your legacy with experience, insights, and action.
STRENGTH & STABILITY
We’ve partnered with industry leaders like Pershing as trusted stewards of our clients’ assets. As a part of BNY Mellon, Pershing exemplifies our commitment to excellence by embracing the most rigorous tests for financial strength and transparency.
Your Success Is Our Priority
Aurelius Legacy Partners represents a wealth of industry experience led by advisors who are driven by a shared commitment to connect and collaborate with you. Unlike many financial professionals, our independent structure and open architecture allows us to place the needs of our clients above the agendas of large financial institutions.
THE ONLY WAY TO PREDICT THE FUTURE IS TO BUILD IT
We believe that wealth should be a tool to enable a life of abundance, fulfillment, and legacy. Your vision is our mission, and we are here to guide and support you every step of the way. That’s how we pursue results that are in your best interest to accomplish great things- transforming your financial future one informed decision at a time. Your legacy awaits.
LA
1925 Century Park E, Suite 1700
Los Angeles, CA 90067
NYC
2 Park Avenue, Suite 300,
New York, NY 10016
SOFL
2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431
