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Financial Planning

Our approach begins by gathering data to analyze your current financial position and define your specific short and long-term financial objectives.

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Asset Management

Our Asset Management Strategy focus is on maintaining and monitoring your assets by consistently executing a well-defined investment strategy tailored

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Risk Management

It is more important than ever to understand and control the trade-offs between financial risk and reward. The basic principle behind

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Employer Benefits

Our firm offers services helping employers attract, retain and reward employees. One of the primary ways we help our our clients is serving

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Welcome

Our fundamental approach to Wealth Management is to act as your Family’s Financial Manager. In doing so we offer our clients unbiased, independent investment advice coupled with a sound financial plan that can better address and achieve their life goals. more>>

 

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LEGACY WEALTH MANAGEMENT © 2016 • PRIVACY POLICYDISCLOSURES

THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THIS SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES:
AZ, CA, CO, CT, DC, FL, GA , IL, IN, KS, KY, LA, MA, MD, MI, NC, ND, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WA
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through LWM Advisory Services, LLC A Registered Investment Advisor. Legacy Wealth Management, Inc and LWM Advisory Services LLC are Separate Entities from LPL Financial.