Share this profile with your contacts or followers:

MEMBER PROFILE

 

Michael DiGrazia

Legacy Wealth Management

 

Member profile details

Membership level
Phoenix Individual
First name
Michael
Last name
DiGrazia
Title
Director, Senior Institutional Consultant
Company
Legacy Wealth Management
XPX Chapter Email Lists
  • Greater Boston News & Events
  • Phoenix News & Events
  • South Florida News & Events
 

CONTACT INFORMATION

City
Scottsdale
State
Arizona
 

PROFILE INFORMATION

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.
Why I/we support XPX
XPX gathers industry professionals to collaborate as well as educate their members for the benefit of our clients.
Profession
  • Consultant
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Compensation
  • Employee benefits
  • ESG
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Lending
  • Philanthropy
  • Private equity
  • Retirement
  • Strategic planning
  • Tax
Client Industry(ies)
  • 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
Professional Certification(s)
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.
In Business Since
1998
How to contact
480-573-2198 (office) or michael.digrazia@legacy-wm.com
Business Focus
Financial planning and tax efficient investing while working with your other trusted advisors.