Strategic Wealth Planning With Discipline & Clarity.
Tailored financial architecture for high income professionals, business owners, and individuals whose legacy demands precision, discretion, and a multi-generational horizon.
What We Do
Three pillars · One standard
Strategic Planning
Holistic coordination of assets, tax efficiency, and cash flow so financial decisions align with long-term objectives.
Wealth Protection
Risk-managed strategies engineered to protect assets and income through every market cycle.
Legacy Continuity
Intentional planning to preserve and transfer wealth — structuring values and capital for the next generation.
"Wealth is not merely the accumulation of assets, but the freedom to define one's own contribution to the future."
The Strategic Horizon
We work with professionals, business owners, and individuals who value clarity, discipline, and long-term financial structure. Our approach is deliberate and relationship-driven — we believe financial decisions should be made with intention, not urgency.
Through thoughtful planning and risk-managed strategies, we help clients align their resources with their long-term objectives. We are committed to building enduring relationships rooted in trust, transparency, and consistency.
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Designed for the dedicated.
Our firm is structured to serve a select group of clients with complex financial architectures requiring a high-touch, multi-generational perspective.
- Business Owners01 →
- High Income Professionals02 →
- Federal Employees03 →
- Pre-Retirement04 →
- Individuals Focused on Legacy05 →
Counsel Across Every Discipline.
Legacy Wealth Group maintains active relationships with a vetted network of estate attorneys, CPAs, tax strategists, and business valuation specialists. This roundtable structure ensures no dimension of your financial architecture is addressed in isolation.
When complex situations demand specialized insight, we bring the right expertise to the table — coordinated under a single, disciplined strategy.
Meet Our Team
A collective of specialized advisors committed to a single standard of excellence.
Eric Kyere
Chief Executive Officer
Ruby Kyere
Chief Operations Officer
Emma Forson
Chief of Staff
Pavel Nayberg
Senior Financial Associate
Stephanie Lawrence
Senior Financial Associate
Max Wang
Senior Financial Associate
Alla Abrahamyan
Senior Financial Associate
Kwame Manu
Senior Financial Associate
Jorge Reyes
Senior Financial Associate
Evelyn Manu
Operations Manager — DMV Office
Diana Mondero
Executive Assistant
I was three years out from retirement and terrified of outliving my savings. Legacy Wealth Group built me a strategy that guarantees income for the rest of my life — I finally sleep at night.
They restructured a significant portion of my taxable portfolio into tax-free vehicles. The projected savings over the next two decades are well into six figures — money that now stays with my family.
As a business owner, I was bleeding profit to taxes every year. Their team designed a plan that maximized retained earnings and minimized my tax bill — without a single aggressive scheme.
Watching the market swing used to ruin my month. Now I have a written income plan, downside protection, and a clear runway into retirement. That clarity is priceless.
After my father passed, we realized the family estate was a mess. Legacy Wealth Group guided us through generational wealth transfer and trust structuring — preserving what took him forty years to build.
I started saving at thirty-five thinking I was 'too late.' Their team showed me how compound growth and catch-up strategies could still deliver a seven-figure nest egg by sixty. Best decision I ever made.
As a physician, I face unique liability and tax pressures. They built a fortress around my assets and carved out tax-free income streams I didn't even know existed. My CPA was shocked — in a good way.
Schedule a consultation to review your goals.
We'll review your objectives and identify the appropriate strategies — at your pace, with full clarity.
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