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.
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.