Firm Overview

8 advisors, 16 professional certifications, 175 years of combined financial services experience, and 3 South Florida offices. See why individuals and businesses are choosing to work with a Legacy Wealth Management advisor.

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Latest Blog Post

Earnings Season Observations

February 19, 2020

The recent news that technology giant Apple would miss its fourth quarter 2020 revenue targets has understandably increased investor anxiety surrounding the potential economic impact of the coronavirus (now called COVID-19). Lost in...

10 Ways the Secure Act Will Impact Your Retirement Savings

February 18, 2020

With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement. In today's do-it-yourself retirement savings world, we rely largely on 401(k) plans and IRAs. However, there...

Top 10 Key Provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act

February 13, 2020

As enacted on December 20, 2019 Prepared for LPL by Davis & Harman LLP Open Multiple Employer Plans / Pooled Employer Plans -- The SECURE Act allows unrelated small employers to band together in “open” 401(k)...

Featured Team Member

Tony DuBose, AIF®

Tony DuBose, AIF®, is the co-founder and Managing Principal of Legacy Wealth Management. Tony has assisted individuals, families, and institutions in pursuing their financial goals for over 20 years.

Sonja Koppenwallner, CFP®

Sonja Koppenwallner, CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Advisor, has worked closely with her clients to pursue their financial goals since 2005. Her areas of specialty include, but are not limited to: Wealth...

Neelie Sacharow

Neelie Sacharow believes that true freedom can only be achieved when one is financially independent. Achieving one’s goals involves more than just number crunching and investment management. Over time, her clients become aware that...

Margarita Dominguez

Margarita Dominguez is the Compliance and Operations Manager for Legacy Wealth Management and has been with the company since 2000.

Rely Hechter, CFP®

Rely Hechter is a CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Advisor. He brings nearly fifteen years of experience working closely with clients to work towards their long-term financial goals through comprehensive and...

Marco Bohorquez

Marco Bohorquez has been a Wealth Advisor for over 10 years. Marco thoroughly enjoys meeting new people on a daily basis and making connections with new clients. His specialties include Estate and Retirement Planning. Marco resides in...

Robert Kempler

Robert Kempler is originally from Baltimore, and has been living in Plantation for over 35 years. He recently joined Legacy Wealth Management as an Operations Associate. He has an extensive background in finance and accounting that he...

Joel Palatnik

Joel Palatnik is a Wealth Advisor who assists individuals, families, business owners, and non-profits (including endowments and foundations) in defining and designing a...

Nuri Rubenstein

Nuri Rubenstein is an Associate Wealth Advisor who has been working in the financial industry for the past ten years. She services existing clients as well as develops new wealth management business. Nuri believes that integrity and...

Adela Lopez

Adela Lopez has been in the financial industry for nearly 10 years. She started working at a broker dealer in her junior year of high school, and since then has gained extensive knowledge in the field. As Operations Associate, she acts...

Andrea Malecki

Andrea Malecki joined the LWM team in 2019 as Operations Associate. Andrea is a liaison between the client, the financial advisor, and the custodians,