The Legacy Wealth Management Team

Managing the complexities of your wealth shouldn’t take time away from what matters most to you. Our team is here to take that responsibility off your hands—creating customized strategies that align with your goals, values, and long-term vision.
Our Team

We Focus On Your Needs and Financial Goals

We understand that building and protecting your wealth takes time, discipline, and sacrifice. At Legacy Wealth Management, we believe in treating your family like our own family, which is why our advisors are committed to taking the mystery out of preparing for the future and walking alongside you every step of the way. Whether you are a busy professional, planning for retirement, or creating an estate plan, we focus on your needs and financial goals through our personalized wealth management services – because when your family succeeds, our family celebrates with you.
Founder & CEO
Wealth Advisor
Junior Partner
Director of Business Management
Director of Operations

Enjoy the Life
You've Built.

Guidance From Our Team

Legacy Planning Insights

As you approach retirement, having a clear view of your financial picture is of the utmost importance. But many high earners unknowingly create roadblocks for themselves by keeping retirement savings scattered across multiple accounts.
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings, we are worried about our kids going to college, and what our own role in both might be.
Why is making an estate strategy an act of love for your family? Creating an estate strategy is about preparing for the expected—what will happen when you pass—but it’s also about the unexpected.
As you approach retirement, having a clear view of your financial picture is of the utmost importance. But many high earners unknowingly create roadblocks for themselves by keeping retirement savings scattered across multiple accounts.
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings, we are worried about our kids going to college, and what our own role in both might be.
Contact Us

Start Your Legacy Journey Today

Start Your Legacy Journey Today