Legacy Wealth Management Celebrates 20th Anniversary
– June 2017 marks milestone for South Florida-based financial services firm –
Plantation, FL – June 1, 2017 – Legacy Wealth Management of South Florida, a financial planning and investment advising firm, celebrates its 20th anniversary this month.
Founded in 1997, Legacy Wealth Management has been driven by its mission: to have a positive impact on the lives of clients and their families by delivering personalized planning solutions and ongoing service that far exceeds their expectations. The firm offers independent and objective financial advice to help individuals and businesses pursue their goals.
“I believe the key to success is operating with transparency, honesty, and follow-through,” said DuBose. “We do what we say we are going to do, which is focus on the needs of our stakeholders.”
Legacy Wealth Management has evolved much over the past two decades. From its humble beginnings in a one room office, the firm expanded to three locations, grew its team of advisors to nine, and developed a strong administrative operations support team. Legacy now has three CFPs (two of whom specialize in financial planning), a 401(k) specialist, and an investment committee.
Margarita Dominguez, Compliance and Operations Manager and employee of 17 years, attributes the firm’s success to the personal attention every individual receives. “When you call or walk through the door, you are not just a client – you are family.”
Sonja Koppenwallner, CFP®, credits the firm’s success to DuBose’s innovative approach to guiding the firm. “The Legacy team’s ability to anticipate the next challenge or opportunity is a real strength, especially in the ever-changing financial industry.”
The firm became a Registered Investment Advisor in 2014. It is affiliated with multiple custodians, including a 20-year affiliation with LPL Financial.
About Legacy Wealth Management
Legacy Wealth Management is a wealth management firm located in South Florida providing comprehensive financial planning and wealth management services. LWM offers clients objective, independent investment advice coupled with a sound financial plan that addresses their life goals. Its team of professionals has over 150 years of combined experience working with complex financial matters. Legacy Wealth Management provides 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.
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If you would like more information about this news release, please contact Legacy Wealth Management at (954) 474-7100 or email at [email protected]
Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment Advice Offered Through LWM Advisory Services, LLC, A Registered Investment Advisor. Legacy Wealth Management and LWM Advisory Services, LLC Are Separate Entities from LPL Financial.