Financial Planning

You are at the center of our financial and investment planning. We help you bring your investment goals into focus and we prepare a detailed plan to help you reach your investment goals.

Managing Assets

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

Reviewing Positions

Some of our clients tell us that with previous investment firms, their accounts were not getting the level of attention and analysis they desired.

401 (K) & Retirement Accounts

At Legacy Wealth Management, we know that financial paperwork can be overwhelming and confusing, and it sometimes prevents people from taking action to consolidate their accounts.