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Our client base reaches across the country as shown by the shaded states above.


Who We Serve

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Our firm specializes in helping individuals reach their financial and life goals.  The professionals at Legacy Wealth Management take seriously their trusted role to provide comfort and satisfaction for all the activities that are related to their clients’ financial planning and portfolio management needs.  As an independent “fee-only” registered investment advisor since 1982, our firm has established several hundred client relationships.

At our firm, each client has access to a full range of financial planning services and investment solutions.  As a result, we are able to add value to our clients’ financial future by providing wealth management services that combines comprehensive financial planning with time-tested portfolio management strategies.  In fact, our focus on the integration of these two disciplines is what sets us apart from our competitors.