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A fresh new approach to investing
We are an established group of Independent LPL Financial Advisors

We’re focused exclusively on what is best for you
Enhancing, protecting and preserving your investments

Innovative wealth management services
Giving our clients full focus and attention to their investments

Working towards financial prosperity
Independent thinkers for independent investors

Welcome to Legacy Wealth Planning

Legacy Wealth Planning’s mission is to present its clients complete financial guidance and wealth management services focused on enhancing, protecting and preserving their wealth for themselves and their families.

Securities, asset management, and financial planning offered through LPL Financial, a Registered Investment Advisor FINRA / SIPC
© 2011 Legacy Wealth Planning, LLC, 10599 Double R Boulevard, Reno, Nevada 89521

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with persons residing in states where we are currently registered. We are registered in the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wyoming.