Who We Are
For more than 20 years, helping our clients establish and achieve their financial goals has been our passion and is the core of everything we do at Legacy Wealth Partners. Our clients turn to us for trusted guidance, education, and support in all facets of their financial lives. We serve as financial advocates to affluent and high net worth families, providing holistic advice and concierge level personal service.
Our disciplined process focuses on preserving wealth and growing it while navigating a myriad of obstacles that could derail one’s financial success. We always begin with the end in mind – the goals that our clients want to achieve and work backwards from there to find the most efficient path.
Legacy Wealth Partners is an SEC Registered Investment Advisory firm*. We are fiduciaries to our clients, placing their interests first at all times. Our independence and objectivity allows us to steer clear of the corporate conflicts of interest that are commonly present in many of the Wall Street investment firms and national banks.
Our mission is to empower our clients to enjoy the lifestyle they envision with less stress and greater peace of mind.
Our vision is to profoundly enhance the lives of our clients and their loved ones.
*Registration as an investment advisor does not imply a certain level of skill or training.