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With our experience in retirement transition, tax planning, and wealth preservation, we address every aspect of your wealth to create an integrated financial plan to give you clarity and confidence in your financial journey.
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.
How do I get started with Legacy Wealth Management to help me meet my financial goals?
We’ve made it easy to connect with us. Our process begins with a Complimentary Consultation. To make the most of our time together, we ask that you please complete our Confidential Client Profile and bring it with you. This will help you organize the information we will need to begin to evaluate your unique situation. Ready to get started? Schedule an appointment today.
What does a Complimentary Consultation with Legacy Wealth Management include?
If you are interested in exploring a relationship with us, we offer a complimentary Discovery Meeting with one of our highly experienced professionals, so that we can gain an understanding of your current financial life, vision for your future, and whether we can help. In addition to the completed Confidential Client Profile, we ask that you bring supporting documents to enable us to better understand your financial situation. For a list of requested documents, please click here. Most importantly, we welcome you to bring specific questions that you may have or financial issues that you want to review.
How does Legacy Wealth Management’s role as a fiduciary benefit me?
At Legacy Wealth Management, we uphold the fiduciary standard of care, meaning we are legally and ethically obligated to act in your best interest at all times. This commitment ensures that every recommendation we make is aligned with your goals, values and financial well-being, providing you with the trust and transparency you deserve.
