Legacy Wealth Management provides comprehensive holistic wealth management, retirement and estate planning and life planning focused on wealth preservation for generations to follow. Working with a safe and trustworthy wealth manager is paramount, and clients often rely on frequent interactions to evaluate whether their financial advisor will meet their long term planning needs.
Legacy Wealth Management Group will not only customize your retirement portfolio to fit your needs, risk tolerance, and goals but we will always educate you on why this plan was designed specifically for you. Financial Advisors at Legacy Wealth Management Group spend the time to get to know you, we take a comprehensive analysis and provide a unique investment strategy designed to meet each clients specific goals and planning objectives.
Legacy Wealth Management Group will not only customize your retirement portfolio to fit your needs, risk tolerance, and goals but we will always educate you on why this plan was designed specifically for you. Financial Advisors at Legacy Wealth Management Group spend the time to get to know you, we take a comprehensive analysis and provide a unique investment strategy designed to meet each clients specific goals and planning objectives.
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About
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Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive wealth management to families, professionals, athletes & business owners. We base our investment strategies on academic & scientific research. We are committed to always acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.
Services
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Our society glorifies income and flashy spending, but this does not equal financial wealth. Spending beyond one's means is one of the many traps in our lives that can slow or destroy financial growth. In order to make a plan to go somewhere, you first know where you truly are and the same is true for our finances.
Our Process
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Given that the majority of active managers fail to beat passive benchmarks, it seems reasonable to conclude that value-enhancing ideas are harder to come by. Our philosophy is that one should be more cautious about implementing a bad idea than worrying about missing out on a good idea. Legacy Wealth Management has core beliefs that allow us to work along side our clients and always make decisions based on our clients best interest.
Wealth Management & Advisory
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At Legacy Wealth Management, we are proud of our specialization in private wealth management that is custom tailored to meet each client's specific needs. We know that wealth management is more than just investment advice and that's why we work side by side with our clients to encompass all areas of their financial plan, making sure they are up to date and moving forward in the direction that gives them the best opportunities to hit their goals.
Retirement Planning
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If you're like many people you likely don't know the answer to many questions we ask, but that's a key part of developing your long term vision that creates your financial plan. The planning done here should be done with careful thought & analysis; this plan will need to stay in force for the rest of your life!
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