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Independent Thinkers for Independent Investors

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

Legacy News and Events

 

New Monthly Client Statements are here!

LPL Financial has redesigned the client statement.

What has changed?

New Clean Look: Fresh design and layout make it easier to understand your financial "big picture" at a glance.

Smart Summaries: Enhanced tables show how your investments have performed during the statement period, and where you stand.

Simple Navigation: Information flows logically from summary to underlying details.

 

For 2008 IRA contribution limits - click on "Legacy New and Events" for current tax information

 

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Welcome to Legacy Wealth Planning

We are an established group of Independent Financial Advisors who focus exclusively on what is best for our clients.

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Visit Us at 10599 Double R Blvd.

Our new offices next to the Reno-Tahoe Tech Center in the Double Diamond area of south Reno are now open.

Legacy Wealth Planning offices at 10599 Double R Blvd. in Reno

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Securities offered through Linsco/Private Ledger (LPL) member NASD/SIPC. (775) 850-2500 or 866-591-2500
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