Insights, News & Announcements

For Immediate Release

Legacy Wise Advisors, Inc. Expands Multi-Solution Consulting Platform With Concierge, Experiences and Transportation Capabilities

STATEN ISLAND, N.Y. — September 12, 2026 — Legacy Wise Advisors, Inc., a multi-solution consulting and advisory firm, is expanding its service platform with enhanced concierge, experiences and transportation capabilities designed to give individuals, families, businesses, organizations and groups one place to start when they need a practical solution.

Legacy Wise operates across a broad range of consulting and coordinated-service areas, including business and management consulting, project management, vendor coordination, compliance support, auto brokerage and vehicle sourcing, insurance and benefits, retirement and financial-protection planning, tax support, estate and legacy coordination, property protection and vendor management, sourcing and procurement, transportation and logistics, credit-focused services, business systems and automation, sponsorship and partnership programs, group solutions and special-project consulting.

The company’s newest expansion adds a larger public-facing Concierge & Experiences platform that connects curated group outings, live-event planning, transportation and private concierge services. Customers can begin with a specific need, destination, event or idea and work with Legacy Wise to structure the appropriate combination of transportation, hospitality, event access, dining, hotels, group coordination and related support.

Current and developing experience offerings include a November 5 Wind Creek Bethlehem experience with a Chicago premium concert option, fall excursions to Jim Thorpe and Scenic Pennsylvania, future recurring Atlantic City day trips, holiday and seasonal outings, sports and fan travel, and custom transportation and concierge planning. Certain offerings remain in preregistration or early-interest stages while final participation, inventory, transportation and supplier details are confirmed.

“Legacy Wise is fundamentally a consulting and solutions company,” said Michael J. Fusco of Legacy Wise Advisors, Inc. “Our value is helping a client define the objective, identify the right resources, coordinate the moving parts and keep the matter moving forward. Sometimes that means insurance or business consulting. Sometimes it means project management, vehicle sourcing, compliance support, transportation or building an entire experience. The common thread is solving the problem.”

The company’s project-management services may include project planning, scope coordination, quote comparison, vendor sourcing, procurement support, scheduling, milestone tracking, documentation, budget monitoring and oversight of third-party service providers. Legacy Wise does not hold itself out as a general contractor and uses appropriately qualified third-party vendors and licensed professionals where regulated or trade work is required.

Legacy Wise also provides or coordinates compliance-related support across business, property and operational matters, including requirement tracking, documentation support, process coordination and sourcing of qualified professional resources when legal, regulatory or licensed expertise is needed.

Auto brokerage and vehicle-sourcing support is another part of the broader platform, helping clients research vehicles, compare dealer and transaction options, evaluate purchase or lease alternatives and coordinate the vehicle-shopping process.

Across all service lines, Legacy Wise follows a flexible delivery model: some services are provided directly, some through affiliated companies, and others through licensed professionals, qualified third-party vendors or referral relationships where appropriate.

About Legacy Wise Advisors, Inc.

Legacy Wise Advisors, Inc. is a privately held multi-solution consulting and advisory firm serving individuals, families, businesses, organizations and property owners. The company helps clients solve problems, source resources, coordinate projects, evaluate options and move opportunities forward across consulting, protection, planning, compliance, project management, transportation, logistics, experiences and other practical service categories.