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Our Clients

Over the past 20 years, our advisors have served as “personal CFOs” to a select group of individuals and families. Although these men and women have taken many different roads to attain success, they are united in their search for a firm that goes beyond the surface of a typical client-advisor relationship. Legacy Wealth Partners is proud to answer their call for concierge-level attention to detail with the added advantage of a caring and compassionate team. We are deeply invested in every outcome, because we see affluence as an opportunity to make a positive influence one plan, one life, and one generation at a time.

Areas of Specialization:

Retirees

After decades in the workforce, retirement should be a celebrated and welcomed event. Unfortunately, we find many people struggle to embrace their golden years for fear of running out of money while simultaneously maintaining their lifestyle. It’s our job to increase the confidence of these clients by designing a blueprint for retirement that directs distributions, navigates complicated tax laws, and leaves a legacy for people they love and/or the charities they champion.

Established Professionals

From business owners and executives to doctors and lawyers, clients in the prime of their career tend to lead very busy lives. We assist them in managing a myriad of competing priorities, including saving for retirement, funding the education of their children, and mitigating the negative consequences of taxes.

People Experiencing a Major Life Transition

Whether sudden or planned, change of any kind has the potential to temporarily disrupt a person’s financial journey. Whatever this transition brings – a promotion or a downsizing, a new baby or a death in the family – we help make the necessary adjustments to keep them on course.

  • Women

Moved by the example set by his mother, Brad is devoted to being a source of education, encouragement, and understanding for women in need of financial counsel.  A significant number of our female clients are recently widowed, making us acutely aware of the intricacies of dealing with monetary affairs during a trying time.

  • Divorcees

Personal experience with the emotional and financial effects of divorce prompted Brad to become a Certified Divorce Financial Analyst. Acting in this capacity, he works with individuals to establish firm footing in their newly independent lives and remains a neutral party for couples negotiating the equitable distribution of marital wealth.

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