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

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 adviser 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.

Committed to You in All that We Do