Legacy Builders
You've spent decades building something meaningful — a career, a business, a family, a legacy. At this stage, your financial life is substantial and complex, and the advisor relationship matters as much as the plan itself. You're not looking for someone to hand you a generic playbook. You want a trusted partner who knows you, understands what you've built, and is committed to helping you protect and pass it on with intention. We work with established individuals and families to provide deeply personalized guidance across wealth preservation, estate strategy, tax planning, and legacy planning — so you can spend less time managing complexity and more time living the life you've worked hard to create.
Understand Your Legacy Goals
Assess Your Complete Financial Picture
Implement and Coordinate Your Plan
Monitor, Protect, and Evolve
Trust. Continuity. Partnership.
Our process is thorough and thoughtful, but that’s not what sets us apart. What defines our relationship with Legacy Builder clients is genuine commitment — to understanding your history, your values, and what you want your wealth to mean for the people and causes you care about. You’ll feel known.
A Relationship Built on Trust
Decades of financial success don’t happen by accident, and your advisor relationship shouldn’t either. We take the time to understand not just your balance sheet, but your story, your priorities, your family dynamics, and the decisions that brought you here. From there, we build a plan that is designed to reflect who you are and where you want to go.
White-Glove, Customized Service
At this level of wealth and complexity, your plan should not feel generic. We coordinate across all dimensions of your financial life — investments, tax strategy, insurance, charitable giving, and more — delivering service that is as thoughtful and tailored as your situation demands.
Tax Strategy
Minimizing unnecessary tax drag at this stage can have an outsized impact on what you’re able to preserve and pass on. We monitor tax implications across your entire portfolio and proactively identify opportunities — from tax-efficient withdrawal sequencing to charitable giving strategies.
Wealth Preservation and Legacy Planning
Building wealth and preserving it require different disciplines. We help you think carefully about how your assets are structured, how they’ll transfer to the next generation, and how to align your financial decisions with your broader legacy goals. When appropriate, we’re happy to work alongside your attorney and other trusted advisors to help ensure your financial strategy and estate plans are working together.
One Cohesive Strategy
Your wealth doesn’t exist in a single account — it spans portfolios, real estate, business interests, retirement plans, and more. We bring it all together into one integrated strategy so every decision can support the larger picture.
We’re Along For The Journey
Market Street is here to help you put your financial life on the right path. As the years go by and your financial plan starts to bear fruit, we’ll continue to be by your side on the journey.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Market Street Wealth Management Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Market Street Wealth Management Advisors, LLC does not prepare legal documents, nor does it sell insurance products.