WHAT WE DO
Our Financial Services
Legacy Wealth Management serves as a trusted financial advisor to our clients. We take a holistic approach to our clients’ financial lives and serve as a partner in our clients’ financial business. If there are areas where we are not qualified to serve, we have other trusted professionals that we partner with to make sure our clients always receive the best solutions for their particular situation.
Dedicated partners in a volatile world
Our portfolio management and investment analysis help us create strategies based on your goals and risk capacity. You can rest easy knowing our team is handling your portfolio with the utmost care.
We offer the financial services necessary to execute these strategies.
- Traditional IRAs and Roth IRAs
- 401k Rollovers
- Brokerage Accounts
- 529 College Accounts
- Mutual Funds
- Exchange Traded Funds
The cornerstone of every financial decision
Our financial plans are blueprints that provide clear directions on how to build your financial home. We help bridge the gap between where you are today and where you’d like to be in the future by creating a custom plan centered entirely on your unique situation.
- Retirement Income Planning
Social Security Strategies
- Tax Strategies
Only the right protection
Insurance is nothing more than protection against an unwanted event. We provide insurance solutions only if you need it – the right type and amount that your situation requires. No hard selling, no confusion. Only what’s best for you.
Long Term Care Insurance
Disability Income Insurance