Legacy Care Wealth

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.