Our Client- First Culture
Motivated by our vision to make a profound impact on the lives of others, Legacy Wealth Partners assumes the dual role of advisor and advocate. This blend of sound financial guidance and steadfast support enables us to create an environment that places the interests of individuals and families at the forefront of our work. In an industry that’s rife with lackluster service and poor follow-through, we strive to consistently meet and exceed the expectations set by our greatest assets, our clients.
As an SEC Registered Investment Advisory firm, we act as a fiduciary on your behalf, ensuring we steward your wealth with responsibility and accountability. Furthermore, we are not beholden to a collection of limited products as is common in Wall Street brokerage firms and banks. Thus, we are at liberty to develop customized, conflict-free plans with robust and disciplined investment solutions.
It is our hope that the partnership we form results in a sense of security and relieves the anxiety that often accompanies financial decisions. A key component to accomplishing this goal is our willingness to collaborate with your existing accountants, attorneys, and insurance providers, as well as to bring other allied professionals to the team to fulfill the objectives of your plan.