We will work with you to understand your financial situation and ensure your financial portfolio is performing.
At Legacy Wealth Partners we work with our clients to create a plan that secures their legacy.
We assist corporations with employee services, such as employee savings plan, insurance, cashless stock options exercise and cash management.
Legacy Wealth Partners is a fully integrated financial planning and investment boutique. At Legacy Wealth Partners, we make a commitment to the families, businesses and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your financial peace of mind, now and in the future.
We specialize in investment management, retirement planning and estate planning. We are committed to providing our services completely without bias and tailoring them to our clients’ individual needs. When you partner with Legacy you are investing in your future.
The Legacy Wealth Partners team is a group of wealth and investment management experts with a diverse set of skills to meet your individual needs. Over the past 23 years, we have developed a concierge financial planning service that provides clarity of financial goals, family philosophies, business needs, charitable pursuits and sound investment strategies. Wealth management, retirement lifestyle and estate planning strategies are key focus areas with special emphasis placed upon customized solutions and the ongoing financial security of our clients. Financial divorce planning is a separate, but distinct business division. Working in conjunction with mediators and lawyers, we assist couples moving through the stages of separation and divorce to secure a satisfied financial agreement.
Get to know our team today!
Please enter your contact details below and select what you would like to receive:
The sum of the numbers is incorrect.
Legacy Wealth Partners