Legacy Wealth Management Welcomes InvesTrust Financial Advisors to the Team

December 12, 2018
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Broadening the wealth management experience for clients through this strategic growth initiative

Plantation, FL – December 12, 2018 – Legacy Wealth Management is pleased to announce that InvesTrust Financial Advisors will join its firm family by year-end. The South Florida-based independent wealth planning firms announced today they have joined forces to expand their depth of services while continuing their shared tradition of delivering personalized asset management solutions that seek to help clients protect and grow their wealth.

Legacy Wealth Management (LWM) is excited to welcome current InvesTrust Financial Advisors (IFA) Managing Director and Financial Advisor Joel Palatnik as he steps into the role of Managing Director at LWM. Palatnik brings nearly 20 years of financial services experience to LWM in such areas as investment management, financial planning, and risk management. As Managing Director for the firm, he will be responsible for providing a strategic vision at the firm to drive future growth, expansion, and innovation. He will provide thought leadership and help develop the firm’s operational policies and processes, marketing strategies, and client acquisition and retention initiatives.

Legacy Wealth Management welcomes InvesTrust Financial Advisors and
Joel Palatnik, Managing Director and Financial Advisor, to the team.

“Joel’s depth of knowledge of the industry and commitment to excellence make him an ideal and valuable resource for the firm,” said Tony DuBose, Managing Principal of LWM. “His track record of developing and leading successful business growth is impeccable. We’re very pleased to have Joel and InvesTrust Financial Advisors team up with LWM.”

Legacy Wealth Management, Inc. has been serving clients in the South Florida area and nationally since 1997. IFA’s strategic transition will extend both firms’ ability to serve their clients by offering broader support and services. With this exciting development, services will be offered through LWM.

“It’s exciting to be working with a firm that shares my same core values of integrity and transparency,” said Palatnik. “My primary goal is to continue evolving the firm’s services to meet the changing needs of clients. I’m enthusiastic about the new opportunities this alliance will bring.”

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 175 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 Natalie Kaminsky 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, InvesTrust Financial Advisors and LWM Advisory Services, LLC Are Separate Entities from LPL Financial. Tracking 1-800691