Legacy Wealth Partners is an independent wealth management firm based in California that provides holistic financial planning and investment management services. Their mission is to help clients build, manage, and preserve their wealth through a personalized, team-based approach. The firm specializes in areas such as retirement planning, estate planning, investment strategies, insurance, and business succession planning. While operating as an independent entity, Legacy Wealth Partners is affiliated with Lincoln Financial Advisors Corp., a registered investment adviser and broker-dealer, which provides regulatory oversight and access to a broader range of financial products and resources.

Founded in

United States