Legacy Wealth Partners works with successful individuals,
businesses and families to protect and grow
wealth across multiple generations.

Investment Management

We will work with you to understand your financial situation and ensure your financial portfolio is performing.

Wealth & Estate Planning

At Legacy Wealth Partners we work with our clients to create a plan that secures their legacy.

Corporate Services

We assist corporations with employee services, such as employee savings plan, insurance, cashless stock options exercise and cash management. 

Over 20 years of Experience in the Wealth Management Industry

Legacy Wealth Partners is a fully integrated financial planning and investment boutique. At Legacy Wealth Partners, we make a commitment to the families, businesses and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your financial peace of mind, now and in the future.

We specialize in investment management, retirement planning and estate planning. We are committed to providing our services completely without bias and tailoring them to our clients’ individual needs. When you partner with Legacy you are investing in your future.



Customized Financial Plans

1 to 1 Personal Service
Strategies and advice tailored to your unique financial goals. Our experts meet with you, get to know your needs and work to make them happen.

20+ Years of Experience

Diverse Wealth Plans
With over 20 years of experience in the investment industry, you can trust us with your financial future. Whether you're a young family or a successful business owner, we have a wealth plan for you.


Our Team

The Legacy Wealth Partners team is a group of wealth and investment management experts with a diverse set of skills to meet your individual needs. Over the past 23 years, we have developed a concierge financial planning service that provides clarity of financial goals, family philosophies, business needs, charitable pursuits and sound investment strategies. Wealth management, retirement lifestyle and estate planning strategies are key focus areas with special emphasis placed upon customized solutions and the ongoing financial security of our clients. Financial divorce planning is a separate, but distinct business division. Working in conjunction with mediators and lawyers, we assist couples moving through the stages of separation and divorce to secure a satisfied financial agreement.

Get to know our team today!

Our Process

Get in Touch
Financial Planning Questionnaire
Investment Management
Reach our to our team and begin the journey to financial peace of mind. We will give you a questionnaire to help us better understand your unique needs and goals. After getting to know you and your financial situation, we create a portfolio personalized to you.



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