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EXPERIENCE THE DIFFERENCE

The resources of a large firm, with the personal attention of a small practice.

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Our Mission Statement 

Legacy Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Your interests always come first as we strive to understand your financial situation and provide you with only the highest quality information, products and services.

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Manage your wealth and your well-being

Your Legacy Wealth Shield website helps you see your financial life beyond the numbers. And with our automated fact finding questionnaire, you can get started with you Client Website on your own in just a few easy steps.

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Does My Portfolio Fit Me?

Riskalyze is a tool which helps to identify your acceptable levels of risk. With the aid of this tool, we can customize a portfolio for you which is designed to align with your risk tolerance and financial goals.

With Riskalyze We Can:

  • Capture Your Risk Number
  • Align Your Portfolio
  • Meet Your Retirement Goals

Together we can work towards taking the guesswork out of your financial future.

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Financial Planning 

We create strategies tailored to your goals.

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401k Services

Without any conflicts of interest we put your needs first.

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Fiduciary Services 

We enjoy building trusted relationships that span generations.

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Resources

 

Articles

 

Videos

 

Calculators

 

Presentations