Resume of Qualifications and Accomplishments
Todd S. Purich, LEGACYpcs

 

 

 

I invite you to gain from our experience and prospective. 

I am the Managing Director of Legacy Private Client Services, LLC.  Our Wealth Management firm was built upon a foundation of success that originated with my father’s (Steve) Life Insurance and Estate Planning Practice over 40 years ago. 

Throughout his career, Steve attained a pinnacle of success that few are fortunate to experience. Among his accomplishments is co-authoring a book on estate planning. He also served as guest faculty at the PA Bar Association and The American College, regarding advanced planning strategies and the use of life insurance. His production level earned him membership in the prestigious Top of the Table, the leading organization comprised of the world's elite insurance producers. Because of his level of expertise and accomplishments, he had unique experiences and exposure to some of the highest level professionals, across various disciplines - legal, tax, finance, etc.

Why is this important?  Two decades ago, when I entered the financial services profession, my father's experience and exposure became the foundation of my training and knowledge.  Exposure that few are fortunate to experience by the end of a career occurred at the beginning of mine.  I then furthered my exposure at the New York University Family Wealth Institute, where I studied Family Offices and various approaches to integrated Wealth Management by multiple disciplines.

We collaborated for nearly two decades, designing and funding complex strategies for wealthy families and entrepreneurs.  Together we also consulted and lectured to a number of high profile non-profit corporations and professional associations. 

Our efforts ultimately resulted in the formation of LEGACYpcs, to serve high net worth families in the areas of estate planning, business succession, and private philanthropy. In addition to offering advisory planning services, we continue to provide sophisticated life insurance solutions, and high-end investment management services.  As a producer myself, I have continued my father's tradition of excellence, for example, by also attaining membership in the Top of the Table.  In addition, I have consistently been among the top producers nationally within my Registered Investment Advisory affiliate, for their managed asset program.

Today, through LEGACYpcs, I remain dedicated to providing distinctive, technologically-current and responsive services to affluent families, their advisors and foundations; our objective – to help them optimize the use and deployment of their wealth resources, according to their unique, core personal values.

Believing no single institution can house the best of everything, we are committed to remaining a boutique firm, electing to rely upon select alliances for top-tier services. We have managed our growth and success exclusively through personal introductions, from existing clients and other professionals, which have allowed us to focus on best fit client relationships. Accordingly, our vision is one of quality and purpose, with mutual respect among our private clients and their advisory team.

 

 

 

MDRT is recognized as the standard of excellence in life insurance sales performance.