Charles Hawes | Ken DeNicolo | Legacy Edge Advisors

Wealth Management: Elevate your financial health with our strategic services.
Retirement Planning: Prepare for a prosperous and comfortable future with comprehensive planning.
Estate Planning: Safeguard your legacy with our guidance on wills, trusts, and tax-efficient strategies.
Tax Strategies: Optimize your financial profile and reduce liabilities with our advanced tax planning.
Investment Management: Enhance your portfolio with our personalized investment strategies that cater to your risk tolerance and goals

Personalized Financial Planning: At Legacy Edge Advisors, we don’t just manage assets - we tailor every plan to the unique circumstances of each client. In a world where personal touch is often lost, Chuck and Ken prioritize a humanized approach to planning, genuinely caring for the needs and aspirations of the families we serve.
Advanced Tax and Investment Strategy Modeling: Utilizing state-of-the-art tools, we provide detailed analyses of asset location and potential tax implications. Chuck and Ken navigate complex tax structures to forecast outcomes and strategize effectively, ensuring you maximize your financial potential under current and future tax laws.
Commitment to Client Impact: Chuck is deeply committed to making a significant and meaningful impact on the lives and legacies of our clients. His dedication is reflected in the appreciation and trust our clients place in his ability to enhance their financial well-being.
Exceptional Service and Problem Solving: Known for his solution-oriented approach, Ken consistently exceeds expectations. His responsiveness and skill in addressing challenges ensure that our clients receive top-tier, personalized service at every turn.

Meet Charles "Chuck" Hawes: Your Trusted Partner in Wealth Management

With over 19 years of distinguished experience, Charles "Chuck" Hawes is a seasoned Wealth Management Advisor whose experience and dedication elevate financial planning to a strategic discipline. At Legacy Edge Advisors, Chuck brings his mastery in Investments, Income Planning, Tax Strategies, and Will and Estate Planning, underpinned by his credentials as a Certified Financial Planner® and an Accredited Asset Management Specialist (AAMS®).

Chuck’s professional path is complemented by a profound commitment to personal service. He thrives in environments that foster collaboration and values open communication to ensure that every client's financial plan aligns seamlessly with their vision for the future. His approach is not just about building wealth, but about nurturing lasting relationships and ensuring that your legacy flourishes.

Meet Ken DeNicolo - Senior Relationship Manager at Legacy Edge Advisors

Ken DeNicolo brings a wealth of experience and a deep commitment to client success to his role at Legacy Edge Advisors, where he has been a pivotal part of the team since June 2024. With over 18 years of experience in wealth management, Ken's expertise spans comprehensive financial planning and client relationship management.

At Legacy Edge Advisors, Ken continues to leverage his profound understanding of wealth management to enhance client experiences and outcomes. His approach is deeply personalized, reflecting his belief that every financial journey is unique.

Custom Planning and Responsive Service for Each and Every Client

Tailored Strategies, Timeless Values

Wealth Management

Retirement Planning

Estate Planning

Tax Strategies

Premier Services

Why Choose Chuck and Ken at Legacy Edge Advisors?

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