Legacy Wealth
Partners is now The
Colony Group

We are excited to join our friends and colleagues at The Colony Group! Together, we are a stronger team with complementary capabilities to help our clients find meaning and joy in their lives. Our personal relationships with our clients will remain the foundation and future of our firm -
Welcome to our new home!


Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If you would like to attend the event below, please register via the button or give us a call. We’ll be happy to add you to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Legacy Wealth Partners- Coffee Hour- June 12th!

June 12, 2020 9:00a - 10:00a Pacific Standard Time

Virtual Meeting via Zoom

Join us for a casual Zoom virtual chat session. Start your day with an engaging discussion about matters on our minds today, including: Thematic Investing: Finding Opportunities in the "Stay-Home-Economy." Our special guest will be Devan O'Dowd, Regional Director at GlobalX. GlobalX is a leading sponsor of thematic-based Exchange-Trades Funds (ETF's). Brad Levin will moderate this discussion.

Event Registration

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