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Your Legacy. Your Plan. Introducing Outlook 2019: FUNDAMENTAL

Tax Resources Available!

Our Tax Resource page has important guides for tax season, including tax document mailing schedules by custodian and key financial data for 2018 and 2019.


 

Personalized Investment Portfolios

We develop client-centric wealth management strategies, and you receive service that is proactive and transparent.

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Take It One Step at a Time

Our client process begins with getting to know you and your financial goals.

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On Your Team

Our wealth management professionals offer a diverse range of services to suit your needs.

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Life, meet plan. Plan, meet life.

Will I have enough money to retire? Which insurance option is best for me? How do I evaluate my retirement plan? Should I sell my business?

When it comes to planning for life’s events, trusted advice is essential. Legacy Wealth Management provides personalized financial planning and wealth management services that seek to help clients protect and grow their wealth. Specializing in comprehensive solutions tailored to each client, we strive to create a positive impact on the lives of our clients and their families.

Experience the confidence and empowerment gained by understanding your finances. Contact us today to see how objective advice from one of our financial professionals could help you.

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Helpful Content

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.