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Go Your Own Way

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

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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 clients and 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

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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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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What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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