With your approval, we assist you in transferring your investment accounts to Legacy Wealth Management and our custodian, Pershing LLC.

You retain ownership and control, and then our team begins to implement your personal investment plan. This involves handling the ongoing purchase, sales, or maintenance of individual investments.

We Make Asset Management Easy

Going forward, we meet with you on a regular basis to provide investment portfolio reviews and to answer any questions. We do not make changes without your involvement and approval.

Learn more about how frequently we review your positions.

We're a locally owned business with over 25 years of experience!