A breadth of services to serve a variety of needs

There is no shortage of financial advisors claiming to provide comprehensive planning, but in reality many are primarily focused on one particular product or service. In contrast, at Legacy Wealth Advisors we have expertise in a number of different planning services and products, with no set agenda. We’re most interested in gaining a thorough understanding of your financial goals and dreams, then recommending those solutions which best meet your needs. The combination of tools implemented can vary greatly and could include any of those listed below.

One of our most important services…is service. Whether you’re requesting copies of tax records, advice on estate planning and beneficiary designations, a net worth statement for a loan application, a withdrawal for a trip--or any one of a hundred other service requests--we’re only a phone call or email away and are committed to responding within 24 hours. No chat rooms, robo advice, pre-recorded voice menus, or foreign call centers. One call and you’re speaking to a live Legacy representative who is committed to providing personalized attention and resolving your issue.

Education Planning

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.
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Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
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Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and secure future.
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Investment Solutions

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Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
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Risk Management

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
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A breadth of services to serve a variety of needs

Education Planning

Estate, Charitable Giving & Trust

Financial Planning

Investment Solutions

Retirement Planning

Risk Management