Bright Legacy Asset Management Group is a registered investment advisor in Diamond Bar, CA, offering comprehensive wealth management services tailored to individual goals and objectives. With a client-first philosophy, they prioritize open and transparent relationships, providing personalized strategies and world-class service to help clients plan for a secure financial future.
As an independent firm, Bright Legacy focuses solely on their clients' best interests, acting as fiduciaries at all times. Their thorough wealth planning process involves listening to clients' needs, formulating strategies, and delivering advice with attention to detail and the bigger picture. With strategic alliances and securities custodianed through Charles Schwab Co., Inc., Bright Legacy is committed to providing a true partnership that ensures long-term success.
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