Legacy Private Client Services

Legacy Private Client Services, located at 701 Exposition Place in Raleigh, North Carolina, is a finance institution dedicated to serving professional advisors and high-net-worth individuals. With a focus on helping clients dream big and discover possibilities, the firm aims to help clients make a lasting impact on their families and communities. Through holistic planning and strategic insights, Legacy Private Client Services empowers clients to achieve extraordinary outcomes and optimize their wealth potential.

The experienced team at Legacy Private Client Services understands the importance of leaving a powerful legacy and impacting the world around them. By providing comprehensive financial planning and wealth management services, the firm helps clients steward their resources wisely and achieve their financial goals.

Recognized for their dedication to client service and excellence, Todd Purich, Adam Persky, and Erick Barone have been named as Forbes Top Financial Security Professionals in 2021 and 2022. With a commitment to protecting their clients' assets through life insurance and strategic financial planning, the team at Legacy Private Client Services is honored to be recognized for their expertise and dedication.

As licensed agents with New York Life Insurance Company and other independent insurance companies, Todd, Adam, and Erick offer a range of insurance products and services to clients in multiple states. Additionally, as Registered Representatives and investment adviser representatives, they provide securities products and advisory services through NYLIFE Securities LLC and Eagle Strategies LLC, respectively.

Legacy Private Client Services is proud to be named as one of the Best-in-State Top Financial Security Professionals by Forbes and remains dedicated to serving clients with unmatched excellence. With a focus on simplifying clients' financial pictures and casting a vision for extraordinary success, the firm helps clients achieve their financial goals and protect what matters most.

For individuals seeking comprehensive financial planning, wealth management, and insurance services, Legacy Private Client Services offers expertise, personalized guidance, and a commitment to helping clients realize their full financial potential.