Home

Financial Planning Our approach begins by gathering data to analyze your current financial position and define your specific short and long-term financial objectives. more>>	Asset Management Our Asset Management Strategy focus is on maintaining and monitoring your assets by consistently executing a well-defined investment strategy tailored more >>	Risk Management It is more important than ever to understand and control the trade-offs between financial risk and reward. The basic principle behind more>>	Employer Benefits Legacy Benefits Group specializes in helping employers attract, retain and reward employees. One of the primary ways we help our our clients is serving more >>

Services

Welcome

Our fundamental approach to Wealth Management is to act as your Family’s Financial Manager. In doing so we offer our clients unbiased, independent investment advice coupled with a sound financial plan that can better address and achieve their life goals. more>>

Q&A

frequently asked questions

Brochure

News/Community

11/11/2011:

LWM Participates in the Second Annual NFL Alumni’s “Caring for Kids” Sporting Clays Charity Event more>>

10/16/2011:

Legacy Wealth Management Continues to Expand Their Team more>>

3/15/2011:

Tony DuBose Attends LPL Financial Top Advisor Conference more>>

7/28/2010:

Invest In Others Charitable Foundation, Inc Recognizes Sonja Koppenwallner, CFP® as Third Place Female Financial Advisor more>>