Let us help you grow more than wealth


What makes our team unique?

Today more than ever investors of significant means deserve unique expertise, individual attention and a dedicated team who understands both the challenges and opportunities that come with substantial wealth. The Legacy Wealth Management Group is committed to listening to every client, assessing their concerns and developing a clear, actionable plan for ensuring that all of their assets are working toward helping them achieve what matters most. Whether you need to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much, we are well positioned with advice and solutions that look beyond investing. Our priority is helping clients meet all of their goals – no matter what the environment.


Solutions

To help accomplish your objectives, we deliver a wide range of financial solutions, including:

  • Full-Service Brokerage
  • Retirement Planning
  • Trust and Estate Planning
  • Annuity Insurance Service
  • Investment Consulting and Fee-Based Service

     

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, contact us.

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

Read more

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