Go Your Own Way
You have goals, we have expertise. Together, we can chart a course to your financial success.
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.
Brokerage
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Articles and Insights

Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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