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Our Mission

At Legacy Wealth Partners, Inc. we are a team of independent financial professionals focused on providing customized investment strategies and outstanding service to our clients.

Our rich investment experience enables us to craft a fully integrated wealth plan that embraces all aspects of a client's life. From those looking toward retirement or college, to maximizing wealth for the next generation, or to minimizing tax exposure, our process provides strategies based on the client's overall investment goals.

We have the client – and only the client - in mind when developing a fully personalized portfolio. We take an analytic look at a variety of financial strategies and how these may impact future cash flow and the ability to reach the client's goals.

To help ensure each client's plan moves in sync with their goals, asset allocations are monitored and rebalanced based on changes in market conditions, client situations and future ambitions.

Our mission is as consistent as the attention it provides: to have a trusted, enduring relationship with clients – helping to grow and preserve their wealth while achieving their personal milestones and long-term goals.

Our Process

We create strategies that are tailored to your needs and goals.

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Why Choose Us

Years of experience have prepared us to guide you through your life transitions.

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