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!

Continue

Broker Check

Our Commitment

Legacy Wealth Partners is a fee-based Registered Investment Advisor*. We serve as fiduciaries to our clients, meaning that we put our client’s interests first, ahead of ours, at all times. We have no allegiances with financial institutions or investment companies. As independent advisors, our only loyalty is to our clients. Our compensation is primarily related to the oversight and management of our clients’ assets, for an annual fee as well as consulting fees for financial planning engagements. In some cases, we may receive commissions, such as related to handling the insurance needs of our clients. However, these revenue sources are minimal in comparison to our core business.

We are committed to serve our clients with high ethical and moral standards, transparency, and integrity.

* Registration as an investment advisor does not imply a certain level of skill or training.