Founded on the principle of providing objective and client-focused financial guidance, Legacy Wealth, LLC operates as a Registered Investment Adviser (RIA). The firm specializes in comprehensive wealth management, offering services that include financial planning, investment management, retirement planning, and estate planning. By operating on a fee-only basis, they aim to eliminate conflicts of interest, ensuring that their advice is solely in the best interest of their clients. Their mission is to serve as a trusted partner, helping individuals and families navigate complex financial decisions to achieve their long-term goals.

Founded in

United States