Our Firm

At Legacy Wealth Management Inc. we believe that a plan is a powerful tool.

Legacy Wealth Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Planning your financial future can be a daunting task. That's where Legacy Wealth Management comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term plan. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.