Financial Advisors at Legacy Wealth Planning provide investment recommendations and investment strategies, including stocks, bonds, annuities and mutual funds. We offer no proprietary investment products and have no investment banking operations and, as a result, Legacy Wealth Planning provides you with access to comprehensive investment strategies.

Legacy Wealth Planning – focused on your asset management and wealth management goals.

Through asset management and clever investment strategies we help our clients work towards their financial goals. We develop investment opportunities to assist our clients in pursuing their financial dreams. We offer wealth management services to help manage your future.

If you speak with one of estate planning lawyers you can learn about tax planning and asset protection. With Legacy Wealth Planning's advice you can help preserve your retirement and ensure your legacy will be passed on appropriately according to your wishes. 

The Legacy Way

When beginning a new client relationship our aim is to understand their specific situation and needs in order to provide the best service. We work with them to create sound investment strategies which fit in line with their goals.

Our asset management advisors have a wealth of investment knowledge to help design investment plans through dynamic investment strategies.

The LPL Financial Advisors at Legacy Wealth Planning provide asset management recommendations and investment strategies, including stocks, bonds, annuities and mutual funds. We offer no proprietary investment products and have no investment banking operations and, as a result, Legacy Wealth Planning provides you with access to high-quality asset management strategies. 

Wealth Management Goals

Depending on your wealth management 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 research on the economy and a wide variety of investment-related topics. The LPL Financial research department uses sophisticated, technology-based tools and in-depth personal interviews to monitor our clients’ investments. We also have access to model portfolios based on different asset management objectives that provide you with well-defined investment parameters.

For all of your asset management and wealth management goals, Legacy Wealth Planning can help.

*Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk