Schedule your complimentary 60-minute introductory meeting today.
we offer a comprehensive suite of services in a boutique setting. We get to know our clients and what’s important to them and build their financial plan based on their unique needs.
Developing long-term relationships with our clients is an important facet of our financial planning, as we strive to always act in your best interests.
The majority of our clients are referred to us through our existing client base. In fact, if you’re reading through our site, it’s likely one of our clients referred you to us. We can help you answer the many (often complicated) questions you have about your financial strategy.
Our passion is helping our clients make a plan to help them live at or above their current standard of living for the rest of their lives. We help do this through comprehensive planning, relationship-based goal setting, and implementing tactical changes to your portfolio.
If you want to learn more about working with the Legacy family, schedule a complimentary introduction call today.
President and Financial Advisor
Professional Experience
Greg Carrico is president and financial advisor at Legacy Wealth Advisors, a family-focused wealth management firm in Macomb County, Michigan, providing clients with potential paths to wealth accumulation, retention, and transfer of assets by creating and implementing strategies tailored to their unique goals. Greg employs a holistic approach to develop a comprehensive plan to address his clients’ wealth management issues, and he helps ease their anxiety by giving clarity and confidence so they can enjoy their retirement without fear.
About Greg
Prior to becoming a financial advisor, Greg studied as an undergraduate at the University of Michigan. He and his wife, Julie, have four boys: Brady, Parker, and twins Camden and Callen. In his free time, he also enjoys golfing, boating, traveling, cheering for Detroit and University of Michigan sports teams, and attending his kids’ sporting events and activities. He also coaches his sons’ soccer and basketball teams. To learn more about Greg, connect with him on LinkedIn.
Financial Advisor
Professional Experience
Jeffrey has a bachelor’s degree in English from Central Michigan University and received his law degree from Thomas M. Cooley Law School. In addition to being an experienced estate planning attorney, Jeffrey is a licensed real estate broker and a volunteer board member and current board secretary at FreeStar Financial Credit Union.
About Jeff
Jeffrey Bruss is a financial advisor and partner at Legacy Wealth Advisors, a family-focused wealth management firm in Macomb County, Michigan, providing clients with potential paths to wealth accumulation, retention, and transfer of assets by creating and implementing strategies tailored to their unique goals. Jeffrey provides comprehensive wealth management services to his clients, taking time to help them understand their unique financial circumstances, work towards their financial goals, and secure their legacies by ensuring their assets are properly passed to their loved ones.
Jeffrey and his wife, Jessica, have two sons, Jack and Brody, and one daughter, Penelope. In his free time, he enjoys sports and spending time outdoors (fishing, hunting, exploring, camping). He also coaches his sons’ football and lacrosse teams. To learn more about Jeffrey, connect with him on LinkedIn.
We take a comprehensive approach to retirement planning, so you receive transparent, seamless, and proactive service. This means that you no longer have to be the intermediary between your various financial professionals.
If you have questions about retirement planning and want to work with a financial advisor that cares about you and your goals, let’s talk.
Legacy Wealth Advisors | 41700 Hayes Rd., Ste. A Clinton Twp., MI 48038
Phone: 586.273.0072 | Fax: 888.501.2361 | Email: info@legacy-wealth.com