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 Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. 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

Globe

How BRICS sees the world

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

Read more

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