Legacy Wealth Management is a Wealth Management and Planning firm with offices located in South Florida. Our Investment Professionals have over 50 years combined experience managing our clients' Wealth Planning needs. Legacy is an Independent Firm offering no proprietary products or services. We offer our services from an Independent, Non-Biased and No Strings Attached business philosophy.

At Legacy our professionals offer investment services through several distinct Platforms including Professionally Managed Accounts, Mutual Funds, Individual Fixed Income Securities, Private Non-Traded REIT's, Insurance Products and more. Our approach to investment management varies according to our clients mandate, ranging from a purely broad-based strategic Asset Allocation approach through one of the Fee Based strategies offered through Linsco Private Ledger to customized Investment Portfolios based upon a specific strategy. Our clients range from Individuals, Non-Profit Organizations, Financial Institutions, and Corporations. Other services our professionals offer include Fee Based Financial Planning, Life Insurance Strategies, Tax Planning, Retirement Planning and Pension Services, and Charitable Planning Services.

If you are looking for an Investment Professional concerned about making recommendations "based upon what is in your best interest", please consider one of the Investment Professionals at Legacy Wealth Management. Please complete the "How to become a client" page or call us at 800-519-4015.

This communication is strictly intended for individuals residing in the states of  AZ, CA, CT, FL, GA, IA, ID, IL, KY, MA, MD, NC, NJ, NY, OH, OK, TN, TX. No offers may be made or accepted from any resident outside these states.

IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.