Legacy Wealth Partners, LLC is an SEC Registered Investment Adviser based in California. The firm operates with a client-focused, comprehensive approach to financial planning and wealth management. As an independent entity, it emphasizes providing objective financial guidance and customized strategies tailored to meet the unique needs and goals of its clients. Its services encompass detailed financial planning, investment management, retirement planning, and insurance solutions, all delivered under a fiduciary standard of care.

Founded in

United States