Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

What's New

Big news - Matt is officially RamseyTrusted! This means the Ramsey Solutions team has fully vetted him as someone they trust and recommend for any of your financial planning needs.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Meet Our Team of Professionals

At Legacy Wealth Partners, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more
<p>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More
<p>Surprises</p>

Surprises

Making the most of surprises is a great reason to work with us.
Learn More
<p>Disability Income</p>

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn More

Step 1

Define your goals. We’ll ask a lot of questions and do even more listening to fully understand your needs and life goals.

Step 2

Identify and provide the appropriate strategies and tools to help you work towards your goals.

Step 3

Once goals and resources have been defined and analyzed, you will have a clearer picture as to whether your plan will take you where you want to go.

Have a Question

Thank you! Oops!