Private Wealth Management
An independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC, and Advisory Services offered through Summit Financial
Group, Inc., an SEC registered investment advisor. Accounts carried by First Clearing LLC Member NYSE/SIPC – A subsidiary of Wachovia Corporation
Our history
Our firm was founded by Terry Bahgat in January of 2000 with a priority of helping both professionals and privately owned companies to create, accumulate, and preserve the wealth that their extensive education, training and years of hard work have earned them.
Independent Advice
As a truly independent wealth advisory firm we are not obligatedto push any singular financial solution. Our network of objective experts brings together the “best of the best” in wealth management services, regardless of brand affiliation. Our sole commitment is to you; to first explore, and then implement the best possible ways to leverage your wealth so that it not only sustains you but elevates you.
Firm Capabilities
8 Wealth Advisors with an average experience of over 25 years in the fields of finance, investments, risk management, and banking.
Internal partners include: CPA – Accounting, Audit, Tax, and Consulting Payroll Services Attorney at Law – Business, Personal & Estate
Legal Services
Service Offering Investment
Management
Banking and Lending
Services
Retirement Plan
Services
Retirement Income
Planning
Comprehensive Financial
Planning
Risk Management
Long Term Care Planning
College Planning
Estate Planning
Wealth Transfer
Health Insurance
Employee Fringe
Benefits
Corporate and
Investment Banking
• Private Equity
• Public Equity
• Municipal Debt
Investment Services
Stocks
Options
Bonds
Mutual Funds
EFT’s
CD’s
Unit Investment
Trusts
Alternative
Investments
Variable Annuities
Variable Life
Insurance
Advisory &
Portfolio
Management
Wachovia
Through the relationship of our clearing firm, First Clearing Corporation (FCC), a wholly owned subsidiary of Wachovia Corporation we offer:
Commercial lending
Commercial mortgages
Construction loans
Business lines of credit
Certificates of deposit
Business Checking Accounts
Business Investment Accounts
Trust Services
Retirement Plan Services
We provide access to some of the strongest names in retirement plan services:
UNIFI Wachovia Nationwide John Hancock Hartford SEI MassMutual SunAmerica
Health Insurance
We help you find ways to reduce the cost of employee
benefits
We research the most cost effective plans for your
company
We enroll and help educate your employees
We represent
AIG
Allstate
Guardian
Blue Cross/Blue
Shield
Independent Health
Univera
Corporate and Investment Banking
Private Equity
Public Equity
Municipal Debt
Mergers and Acquisitions
Construction Financing
WachoviaSummit Brokerage Services, Inc. First Clearing
LLC
Wachovia’s Representative Transactions
CTI Molecular Imaging
$182 million June 2002
Ipayment, Inc.
$80 million May 2003
Staktek
$130 million February 2004
MannKind
$87.5 million July 2004
Emageon
$65 million February 2005
Public Equity
Real Estate Capital Markets (RECM)Provides permanent financing (mortgages) for client with income generating properties (e.g. apartments,
retail strip malls, office parks, etc.).
ADG Group$85.4 million mortgage - mobile home parkQ4 2004
Wangard Partners $6.8 million mortgage - supermarketQ1 2005
Tack Capital$4.1 million mortgage - apartment complexQ1 2005
DDM$9 million mortgage - Wal-MartQ3 2005
Center Point Apartments$7.7 million mortgage – apt. complexQ4 2005
Youngan Properties18.5 million mortgage – office propertyQ4 20005
Hinman$51.1 million mortgage – office propertyQ3 2005
Municipal Offerings
Provides full-service tax-exempt debt products for municipal, nonprofit and
corporate clients. Shepherd Capital$10 millionTaxable bond offeringCommercial office building August 2004
State of Illinois$885 million General obligation bonds2004/2005
Jade Pig Ventures$17.5 million Taxable bond offering Real estate companyFebruary 2005
Nicholas Capital$7.1 million Taxable bond offeringReal estate financial entityMarch 2005
Magdim C-Stores$4.66 million Industrial Revenue bond offeringReal estate storage companyJune 2005
Virginia Museum of Fine Arts$30 million Tax-exempt financing October 2005
Summary
Corporate Family Office Concept
Legacy Quest Advisors, LLC – becomes the central warehouse for our clients financial
lives
A unique proposition in our marketplace
John Ariola Terry D. Bahgat, LUTCF, RFC
Mark A. Dobson, LUTCF
Legacy Quest Advisors, LLC
An independent company with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC, and Advisory
Services offered through Summit Financial Group, Inc., an SEC registered investment advisor. Accounts carried by First Clearing LLC Member NYSE/SIPC – A subsidiary of Wachovia Corporation
1400 Sweet Home Road, Suite 1 | Amherst, NY 14228
Office: 716 200-4900 www.legacyqa.com