Asset Management

Legacy Wealth Planning – focused on your goals
The LPL Financial Advisors at Legacy Wealth Planning provide unbiased investment recommendations and investment strategies, including stocks, bonds, annuities and mutual funds. Because we offer no proprietary investment products and have no investment banking operations, our recommendations are free from any potential conflicts of interest. As a result, Legacy Wealth Planning provides you with access to high-quality investment strategies.

Depending on your personal goals, The LPL Financial Advisors at Legacy Wealth Planning may recommend a combination of non-proprietary:

• Stocks, Bonds, Mutual Funds/ETFs(exchange traded funds)
• Fee-based asset management programs
• Annuities and other tax-efficient investments
• Domestic and international securities
• Insurance
• Estate and financial planning
• Trust services offered through The Private Trust Company, N.A., an affiliate of LPL Financial

We can construct individual investment portfolios by using our unbiased research on the economy and a wide variety of investment-related topics. Our research department uses state-of-the-art technology-based tools and in-depth personal interviews to monitor our clients’ investments. We also have access to model portfolios based on different financial objectives that provide you with well-defined investment parameters.