Broker Check

A New Approach To Planning

The Mission of the Legacy Wealth Partners is to provide the best environment, resources, and platform for holistic financial planners so that their practices can experience exponential growth. 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.

Clients

We create strategies that are tailored to your needs and goals. 

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Careers

Years of experience have prepared us to guide you through your life transitions.

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Brokerage

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Articles and Insights

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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