Founded in 1994, Legacy Wealth Management, Inc. is a boutique wealth management firm dedicated to providing objective, customized financial strategies. The firm operates as a Registered Investment Advisor (RIA), focusing on a fiduciary standard of care for its clients. Their core services encompass comprehensive financial planning, investment management, risk management, retirement planning, and estate planning, aiming to help clients build, manage, and preserve their wealth through a long-term, disciplined approach.

Founded in

United States