Financial Advisors
Jersey City, NJ
Legacy Care Wealth (operating as Lavish Financial Planning) is a fee-only financial planning firm based in Jersey City serving individuals, couples, and families across the country both in-person and virtually. Founded by Danna Jacobs, they specialize in comprehensive financial planning, investment management, tax efficiency planning, and goal-based strategies for clients facing major life decisions like marriage, starting a family, home purchases, college savings, and retirement. Their approach combines detailed financial plans, savings and budgeting models, risk analysis, and year-round advisory relationships to align clients' wealth with their life goals.
Ideal for: Families planning major life changes, Young professionals building wealth, Couples coordinating finances, Individuals nearing retirement
Service area: Jersey City, NJ and nationwide (in-person and virtual)
Fee-Only Model: Operates on a fee-only basis with no commissions, ensuring complete alignment with clients' financial interests and unbiased advice.
Comprehensive Planning Approach: Provides integrated services including financial planning, investment management, tax efficiency planning, risk analysis, and savings models all coordinated toward specific life goals.
National Practice from NJ Base: Offers both in-person and virtual advisory services nationwide while maintaining a strong local presence in Jersey City.
Address: 201 Montgomery St #2022, Jersey City, NJ 07302
Phone: (201) 535-4499
Website: legacycarewealth.com
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