Broker Check
(732) 385-1171
LegacyInfo@ceteraadvisors.com
Client Login

Financial Planning Firm In New Jersey Serving 500+ Families

Discover where you stand financially, and build a plan to go further than you ever imagined with comprehensive financial planning. 

Thank you for your submission! There was a problem with the form submission. Please try again.
Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
High-Touch Service Backed By Decades of Experience

High-Touch Service Backed By Decades of Experience

At Legacy Wealth Advisors, we are an independent fiduciary firm specializing in personalized financial planning and wealth management. We put your best interests first—always. Free from proprietary products and sales quotas, our client-first approach allows us to design truly customized strategies that build confidence through every stage of life.

Book a Financial Consultation
Navigate Your Wealth With Ease

Navigate Your Wealth With Ease

Our comprehensive financial planning process is designed to optimize every aspect of your wealth, from investments and retirement to tax strategies and legacy planning, ensuring no gaps are overlooked. With regular, structured reviews, we keep your plan aligned with your goals. Let us leverage our decades of experience to bring you clarity in every life stage.

Comprehensive Wealth Services

Our solutions help you find the gaps in your current strategies, so you can protect and grow your wealth.

Individual & Family Services

Individual & Family Services

Personalized strategies designed to help high-net-worth individuals and families manage complexity, grow wealth, and protect their financial future.

Find The Service You Need
Business Services

Business Services

Whether you're focused on optimizing employee benefits or developing robust succession and exit strategies, our experience helps business owners build and preserve wealth.

Optimize Your Business

Clients We Serve

Individuals & Families

Personalized strategies designed to help high-net-worth individuals and families manage complexity, grow wealth, and protect their financial future.

Pre-Retirees

Strategic planning to bridge the gap from your working years to a confident and secure retirement.

Retirees

Maximize your retirement income with sophisticated strategies tailored to support your lifestyle and financial independence for years to come.

Business Owners

From business growth to succession planning, achieve alignment between your personal goals and business strategy with expert financial guidance.

Meet Our Clients

Financial Planning and Retirement Services for Employees of Large New Jersey Corporations

If you work at a large New Jersey employer, your financial picture may include a mix of workplace retirement plans, stock-based compensation, executive benefits, and decisions that can impact your long-term retirement income. 

Legacy Wealth Advisors provides comprehensive, fiduciary financial planning for employees and executives, including second-opinion guidance on topics such as 401(k) rollover options, retirement timing, tax-aware income planning, and coordinating benefits with your broader goals.

Atlantic Health System

Learn more

Bristol-Myers Squibb

Learn more

Hackensack Meridian Health Medical Group

Learn more

Horizon Blue Cross Blue Shield of New Jersey

Learn more

Johnson and Johnson

Learn more

Prudential Financial

Learn more

RWJBarnabas Health

Learn more

Selective Insurance
Group

Learn more

Wakefern Food Corporation

Learn more

We have extensive experience navigating complex benefit structures across a wide range of industries. Reach out for a dedicated review of your specific employer-sponsored benefits and retirement options.

Contact Us

Our New Jersey-based Financial Planning Firm Has 60+ Reviews

I have been a client of Legacy Wealth for many years. Their expertise, professionalism and personal commitment have led me to continue to place my trust in them. I recommend Eric and Jay to all who are seeking trustworthy financial advisors.

—Gus Maris*

Working with Jay and Eric is like working with good friends, they actually care about me and my family. Its a pleasure having them as my financial advisors. Highly recommend.

—Peter Abene*

After getting an upsetting notice from one of my accounts, I emailed Legacy Wealth Advisors for help. A short time later the office called me and said that in checking with the company which sent out the letter, they admitted that it was sent out in error, a glitch. Their immediate attention put my mind at rest.

—Bea Jay*

Legacy Wealth found us alternative options for managing our savings. All of the staff are highly responsive. They answer questions super quickly. Very glad that we found them!

—Sara Bernstein*

Jay Gilston and Eric Sandowsky have been my financial planners for over 15 years now with consistency, reliability, integrity & they are articulate, they keep me posted quarterly or anytime I want to call, they are smart & know their numbers. I like the no nonsense and professionalism about them…. What more can I say? You’re in great hands with them at least I know I am!

—Peter Trivelas*

My Wife and I have been clients of Eric and Jay since 2015. Their advice and guidance has made a tremendous impact in our financial lives. Always very responsive and maintain a perfect balance of professionalism and friendliness.

—Patrick Wildridge*

*These testimonials and/or endorsements were given by a client of the financial advisor and no compensation was provided directly or indirectly. These testimonials and/or endorsements are not a guarantee of future performance or investment success, and the testimonials and/or endorsements may not be representative of the experience of other customers. Please visit BrokerCheck to see more on the background of this professional.

Our Financial Planners in New Jersey have been serving families for 50+ Years.

Client Centered
  • Industry-recognized expertise led by seasoned advisors holding CWS®, CLTC®, and NSSA® designations, with deep experience in wealth strategy, retirement income planning, and long-term care considerations
  • Independent and fiduciary by design, providing objective guidance without proprietary products, quotas, or conflicts of interest
  • High-touch, client-first financial planning built on long-term relationships, clear communication, and ongoing support through every life stage
  • Comprehensive planning with no gaps, integrating investments, retirement planning, tax strategy, insurance, and legacy planning into one cohesive approach
  • Planning-led and process-driven, using structured reviews and proven frameworks to bring clarity, confidence, and direction to your financial decisions

Financial Planning Services for New Residents in New Jersey

Making the move to New Jersey is more than a change of address. Legacy Wealth Advisors works with individuals and families relocating to New Jersey, providing comprehensive financial planning to help you navigate each step with confidence. 

Whether you are adjusting your budget to New Jersey’s cost of living, preparing for retirement, or aligning your personal and business financial goals, our team offers tailored guidance to support your transition.

Brooklyn

Learn more

Long Island

Learn more

Manhattan

Learn more

Queens

Learn more

Staten Island

Learn more

Our Values

Learn more

No matter where you're moving in from, our relocation financial planning services are designed to help you settle in with a clear strategy and a strong financial foundation.

Contact Us

Financial Planning Services Across New Jersey

Legacy Wealth Advisors provides tailored financial planning and retirement strategies for individuals, families, and business owners throughout New Jersey. Contact us for local financial guidance whether you are building your plan, preparing for retirement, or aligning your personal and business financial goals.

Fair Haven

Learn more

Holmdel

Learn more

Lincroft

Learn more

Little Silver

Learn more

Manalapan

Learn more

Marlboro

Learn more

Princeton

Learn more

Rumson

Learn more

Sea Girt

Learn more

Colts Neck

Learn more


Learn more


Learn more

We are proud to provide financial guidance to families and business owners all across New Jersey. Reach out to us today to discuss how we can support your financial goals in your local community.

Contact Us

Explore Our Financial Literacy Resources

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
Learn More
The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Learn More
The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
Learn More


Build Your Dream Retirement With Clarity and Confidence

Don't let financial anxieties define your future. Gain the clarity, confidence, and expert guidance to plan for the tomorrow you deserve.


Book a Financial Consultation


Have a Question?

Thank you!
Oops!

Call Us

(732) 385-1171

Address

800 Tennent Road, Suite 2

Manalapan, NJ 07726

Contact Us

Schedule a Meeting