Broker Check
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.

Learn More 
 

Take It One Step at a Time

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

Learn More 
 

On Your Team

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

Learn More 

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.

Contact Us 

Helpful Content

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.