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Our Code of Ethics

  • Always place the best interests of our clients above our own.
  • Maintain the highest standards of professional competence and give the best possible advice to our clients by seeking to maintain and improve professional knowledge.
  • Hold in strictest confidence, and consider as privilege, all business and personal information pertaining to our clients’ affairs.
  • Make full and adequate disclosure of all facts necessary to enable our clients to make informed decisions.
  • Follow Legacy Wealth Partners’ Best Practices and all compliance requirements.