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.