A fresh new approach to investing
We are an established group of Independent LPL Financial Advisors
Lake Tahoe, Nevada
We’re focused exclusively on what is best for you
Enhancing, protecting and preserving your investments
Emerald Bay, Lake Tahoe
Innovative wealth management services
Giving our clients full focus and attention to their investments
Truckee River, Nevada
Working towards financial prosperity
Independent thinkers for independent investors
Truckee River, Reno

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.

Phil S. Mahoney, CFP Mark Levy Martin McClellan Chris Vargas Rosemary Cohen Jenny Singer