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!


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Legacy Wealth Partners- Coffee Hour- June 12th!

Legacy Wealth Partners- Coffee Hour- June 12th!

Friday, June 12, 2020

9:00a - 10:00a PST

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."

  •  The Growth of Digital Payments and   Fintech
  • The rise of Cloud Computing services
  • Connected machines, devices, cars and the Internet of Things
  • Made at home, the growth of robotics and reshoring supply chains

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.

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