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Guiding Wealth Through Life, Markets and Generations

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39.896847° N / 75.034936° W

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Who We Are

A Private Wealth Firm Guided by Purpose

The life you’ve built is connected to the people and priorities that matter most. At LegacyCoast Private Wealth, we bring the same level of care and responsibility to your financial decisions that we bring to our own. From investment management and tax aware strategies to retirement income and estate planning, we pair clear strategies with candid advice because this isn’t just a portfolio. It’s your life.

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What We Do

Directing Your Wealth with Purpose and Discipline

Your financial life has many moving parts—whether your priorities are personal, professional, or both. We bring those pieces into alignment so you have a clear framework for the important decisions ahead. We offer:

  1. Comprehensive Financial Planning
  2. Investment Management
  3. Retirement & Income Planning
  4. Tax & Wealth Strategies
  5. Estate & Legacy Planning
  6. Business Owner & Executive Planning
  7. Ongoing Financial Management
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Our Clients

Who We Work With

Your financial life should reflect who you are, what you’ve built, and the people who matter most to you. Our clients include:

  1. Individual

    Because financial decisions look different at each stage of life, we design plans that change with you. From the demands of a busy career to the transition into retirement, our guidance reflects your priorities, responsibilities, and the life you’re building.

  2. Business Owners

    For doctors, lawyers, entrepreneurs, and small business owners, we understand that your financial life is closely tied to your business. By looking at both sides together, we help you make decisions that support your professional and personal goals.

  3. Multi-Generational

    Over the years, our relationships with clients have grown to include their children and grandchildren. We provide guidance to each generation as family wealth, responsibilities, and priorities evolve while keeping everyone connected to the larger plan.

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Meet Our Team

Perspective, candor, and personal attention

With more than 50 years of combined experience, we understand the decisions behind the numbers and the people they affect.

Meet Our Team
  • Headshot of Brett Mower

    Brett Mower

    Managing Partner, Wealth Advisor

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  • Portrait of Timothy

    Timothy Gallagher

    Managing Partner, Wealth Advisor

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