
Go Your Own Way
You have goals, we have expertise. Together, we can chart a course to your financial success.

We Work For You
With Over 150 Associates & Staff we can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.

Check Out Our Video Rotator Below
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
A New Approach to Planning
The Mission of the Legacy Wealth Partners is to help maximize the financial security of our clients and their families by helping them achieve economic efficiency. We will accomplish this by working in a supportive and entrepreneurial atmosphere, with an ever-increasing number of high performance professionals who meet our standards of excellence. All business affairs are conducted with a strong sense of stewardship on behalf of our clients.
Brokerage
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.