Legacy Wealth Partners works with successful individuals, businesses and families to protect and grow wealth across multiple generations. 

Portfolio Management


With today’s more complex and globally interconnected markets, many investors put their trust in professional portfolio management to build and protect wealth. 

We customize strategies to preserve and protect your wealth through a risk-adjusted investment approach.   

Wealth & Estate Planning

 

We provide a broad range of services and solutions to meet all of our clients’ financial planning needs, including collaborative thinking across investment strategy and tax planning.

We draw on a team of highly experienced financial planning, insurance, tax and investment experts to provide you with comprehensive planning in wealth transfer, retirement planning, estate planning and more! 

Corporate Services

 

We assist corporations with employee services, such as employee savings plan, insurance, cashless stock options exercise and cash management. Through our strategic partners we also offer employee benefit plans. 

We encourage you to learn more about how we can add value to your employees and your business.