Legal Advantage Investments, Inc.

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​​​Legal Advantage Investments, Inc. is an investment advisor located in California and registered with the Securities and Exchange Commission ("SEC"). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Legal Advantage Investments, Inc. only transacts business in states in which it is properly registered or is excluded or exempt from registration. The information included on this website is for informational purposes only and is not individualized investment advice. Investors should determine for themselves whether a particular service is suitable for their needs and be aware that comparable services may be available elsewhere at a lower price. Legal Advantage Investments, Inc. does not provide tax or legal advice and individuals should consult with their tax or legal advisor for such advice. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future performance and there is no guarantee that an individual client's investment objectives will be attained.

​​​​Legal Advantage Investments, Inc. is an investment advisor located in California and registered with the Securities and Exchange Commission ("SEC"). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Legal Advantage Investments, Inc. only transacts business in states in which it is properly registered or is excluded or exempt from registration. The information included on this website is for informational purposes only and is not individualized investment advice. Investors should determine for themselves whether a particular service is suitable for their needs and be aware that comparable services may be available elsewhere at a lower price. Legal Advantage Investments, Inc. does not provide tax or legal advice and individuals should consult with their tax or legal advisor for such advice. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future performance and there is no guarantee that an individual client's investment objectives will be attained.

A Registered Investment Advisor

​​​​​​Legal Advantage Investments, Inc. is an investment advisor located in California and registered with the Securities and Exchange Commission (“SEC”). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Legal Advantage Investments, Inc. only transacts business in states in which it is properly registered or is excluded or exempt from registration. The information included on this website is for informational purposes only, is subject to change without notice, and is not individualized investment advice. Investors should determine for themselves whether a particular service or service provider is suitable for their needs and be aware that comparable services may be available elsewhere at a lower price. Legal Advantage Investments, Inc. does not provide tax or legal advice and individuals should consult with their tax or legal advisor for such advice. All investing involves risk, including the possible loss of principal. Past performance may not be indicative of future performance and there is no guarantee that an individual client’s investment objectives will be attained.​​​​

​​​Legal Advantage Investments, Inc. is an investment advisor located in California and registered with the Securities and Exchange Commission ("SEC"). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Legal Advantage Investments, Inc. only transacts business in states in which it is properly registered or is excluded or exempt from registration. The information included on this website is for informational purposes only and is not individualized investment advice. Investors should determine for themselves whether a particular service is suitable for their needs and be aware that comparable services may be available elsewhere at a lower price. Legal Advantage Investments, Inc. does not provide tax or legal advice and individuals should consult with their tax or legal advisor for such advice. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future performance and there is no guarantee that an individual client's investment objectives will be attained.

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We offer tax-efficient, personalized financial advice and portfolio management services for individuals, families, trusts, and charitable foundations with more than $2 million in investable assets.


Discover how working one-on-one with an experienced fee-only independent advisor can lay a stronger foundation for your financial future.

Click the button below to read our two page client relationship summary providing an overview of how we work with ourretail clients.