Your money, your life...Let us help you get there.

Our Mission

“To manage and preserve wealth utilizing advanced strategies; consistently striving to exceed your expectations, allowing you to focus on what matters most in your life."
  • We believe that our clients have a right to truthful objective counsel.
  • We believe that true success is achieved when the right things are done for the right reasons.
  • We believe that the ultimate measure of our success is reflected in the Legacy relationships forged with our clients.

What We Do.

Holistic Planning

Comprehensive wealth planning services - we proactively provide customized solutions for your family.

Asset Management

We are dedicated to proactive advice, transparent communication and - most importantly - your interests.

Innovative Investing

By using a comprehensive Integrated Options Portfolio (IOP) process, we can help increase portfolio growth while mitigating risk.

Who We Serve.

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Market Commentary

This Is Not 2008

The threat of a recession is on the minds of investors. Some traditional measures of the yield curve are inverted and, in the past, those

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The Flailing Fed

The Fed is flailing. For the past several years, under the leadership of both Jerome Powell and, before that, Janet Yellen, the Fed claimed it

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©2019 Legacy Wealth Management. All rights reserved. Contact | Terms & Conditions
Legacy Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management’s marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non‐infringement.


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