Michael DiGrazia
Legacy Wealth Management
Scottsdale, Arizona
About
Company name
Business title
Director, Senior Institutional Consultant
Contact
How to contact
480-573-2198 (office) or michael.digrazia@legacy-wm.com
Professional Profile
Call Me When
you need a wealth management team to expand your professional advisory team and want to ensure they work together on your behalf. My team helps business owners with financing, transitioning and managing their wealth in in a tax efficient manner.
Professions
Consultant
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Compensation
Employee benefits
ESOPs
Estate planning
Family business
Fiduciary
Finance
Investments
Lending
Philanthropy
Private equity
Retirement
Strategic planning
Tax
Exit/Transition Planning
ESG
Business Focus
Financial planning and tax efficient investing while working with your other trusted advisors.
Professional Certification
CFP®, CIMA®, QPFC®
Transition Planning Certification or Methodology
My team works with your transition team to ensure tax efficient and effective management of your assets.
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Transportation/Storage
Chapter information
Membership
Phoenix Individual
Member since
New Member
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