Legacy Wealth Report Archive

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

When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually,...

Sonja Koppenwallner Competes in 2019 Thames Marathon

August 29, 2019

Many of our clients know that one of our advisors, Sonja, is an avid swimmer/triathlete and likes to compete. As part of her summer vacation to Europe this year, Sonja took a trip to London a few weeks ago and competed in the "Thames...

Congratulations on your retirement, Randy!

July 31, 2019

It is with much admiration that we congratulate Randy Lifshotz, Legacy Wealth Management financial advisor of 12 years, on his retirement today. It isn’t every day that a firm celebrates an advisor’s successful tenure of...

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...