For our founder, Brad Levin, the desire to educate and guide others to achieve their individual and financial goals began at a very young age. Raised by a single mother, he witnessed first-hand the benefits of working hard and preparing for the future. Her diligent focus on saving not only paid his way through college, but also instilled in Brad a passion for helping people find a link between their resources and their dreams.
Today, the heart of what we practice at Legacy Wealth Partners is still rooted in these early lessons. Our team is dedicated to establishing long-lasting relationships that allow us to bring purpose to our clients’ hard-earned wealth. By gaining insight into the unique needs, wants, and challenges of those we serve, we are able to coordinate the various pieces of their financial picture so they can spend more time pursuing their utmost ambitions.
Our mission is to empower clients to lead healthier, happier lives through reduced stress and greater peace of mind. The holistic planning we provide seeks to improve your opportunities for financial success and, in turn, enhance your overall well being. With us by your side, you can concentrate on enjoying the very best that life has to offer.