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

For many retirees, a well-structured pension can be the cornerstone of financial security. But to truly leverage its full power, understanding how it fits into your broader retirement strategy is essential.
Required Minimum Distributions (RMDs) are precisely what they sound like: mandatory withdrawals from traditional IRAs and 401(k)s, whether you need the income or not. And they come with a tax bill attached.
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.
For many retirees, a well-structured pension can be the cornerstone of financial security. But to truly leverage its full power, understanding how it fits into your broader retirement strategy is essential.
Required Minimum Distributions (RMDs) are precisely what they sound like: mandatory withdrawals from traditional IRAs and 401(k)s, whether you need the income or not. And they come with a tax bill attached.
Contact Us

Start Your Legacy Journey Today

Start Your Legacy Journey Today