Legacy Wealth Report Archive

Check out past editions of our newsletter, the Legacy Wealth Report.

Latest Blog Post

Searching for Health Coverage in the Years Before Medicare

November 02, 2018

If you retire before age 65, you must be prepared to address two insurance issues. One, finding health coverage in the period before you can sign up for Medicare. Two, finding a way to pay for that coverage. You know it will probably...

4 Common Scams and How to Avoid Them

October 10, 2018

These days, there’s no shortage of scams or fraudulent schemes lurking behind bogus voicemails or email subject lines. Thanks to social media, email, and online business, individuals’ private information is at risk of...

Avoid These Life Insurance Missteps

September 21, 2018

Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in...

Featured Team Member

Tony DuBose

Tony DuBose is the co-founder and Managing Principal of Legacy Wealth Management. As a wealth advisor for over 20 years, he has aided individuals, families, and institutions in pursuing their financial goals. His primary goal is...

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...

Ken Sandler, CPA

Kenneth B. Sandler has been a registered CPA in South Florida for over 25 years. He honed his skills in tax planning and IRS representation while working for several international CPA firms. Serving clients as an independent financial...

Randy Lifshotz

Randy Lifshotz developed his philosophy for helping his clients define and implement their most important financial goals through his passion for touring the world on his motorcycle.

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.

Lee Brennan

Lee Brennan is an Operations Associate at Legacy Wealth Management (LWM). Her involvement with the financial Industry is a direct result of her experience as being a client at LWM.

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...

Natalie Kaminsky

Natalie Kaminsky serves as Marketing and Brand Manager at Legacy Wealth Management (LWM), beginning her career in financial services as administrative assistant and later as media specialist at Ellen R. Siegel & Associates. Combining...

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...

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...