Investment Planning
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies can help you plan for the opportunities and challenges that may lie ahead.
Welcome to Legacy Wealth Management
Here at Legacy we are fiduciaries, which means we put your interests and goals first. We strive for a more “Main Street, less Wall Street” approach with your objectives in mind.
Your Goals, Our Strategies
Discover an array of services for all your financial needs.
Financial Planning
We are fiduciaries, so that means you are at the center of our financial and investment strategies. We strive to bring your goals into focus and can help prepare a detailed plan tailored to your needs.
Retirement Planning
You’ve worked hard to build your retirement assets. We’re here to help you build a strategy for the future.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 30 years of collective experience, we'll help prepare your legacy for generations to come.
Asset Management
With your approval, we assist you in transferring your investment accounts to Legacy Wealth Management and our custodian, LPL Financial.
401 (K) & Retirement Accounts
At Legacy Wealth Management, we know that financial paperwork can be overwhelming and confusing, and it sometimes prevents people from taking action to consolidate their accounts.
Our Process
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.
Our Team
At Legacy Wealth, we have a great team of professionals with over 30-plus years of experience in financial services. With our in-depth knowledge, we can help you attain a sound financial strategy attuned to your goals.
What Our Clients Say
Julie H.: “We have been with Legacy for 12 years and we just love it here.”
Richard H.: “It’s a place where you can go in and feel comfortable talking to them, and they know what they’re talking about.”
Rachel S.: “The best part about working with Legacy Wealth is that I can call them and get an answer and never feel intimidated by who I am talking to.”
Mark R.: “I needed somebody to educate me and guide me with my investments…(and) I would definitely recommend Legacy Wealth Management.”
Jack H.: “I was cautious at first about investing my money, but in a short period of time I came to trust Legacy Wealth very much.”
Mark M.: “I was worried about if I could retire and they just set it as ease for me. I don’t have to worry about it at night, I can sleep well.”
Book a Consultation Today!
Take the first step towards a secure and fulfilling retirement. Schedule a consultation with our trusted financial advisors.
