CREATE AND PRESERVE YOUR LEGACY

At Legacy Wealth Management, we offer comprehensive wealth management. 

This process includes developing a holistic plan which will assist you to:

  • Create Wealth by creating a dynamic asset allocation program for your investment portfolio.
  • Manage Income in Retirement with several income planning programs along with a sensible investment strategy.
  • Plan for the distribution of wealth in the most tax-advantaged way during life.
  • Plan for the distribution of wealth in the most tax-advantaged way after death.


Your Financial Quarterback

Collaboration can be the key to your financial success.  As your fiscal quarterback, we are your first point of contact.  Your investment portfolio does not exist in a vacuum.  

We believe in specialization.  No one professional can effectively be a master of all trades.  We don't expect you to receive medical care from your mechanic.  That's why our teammates are your trusted financial professionals including your CPA and Attorneys.  If you are not currently working with other professionals, we have a network of established, expert professionals who are ready to assist.