Who We Are

Legacy Wealth Management is a Wealth Management and Planning firm with offices located in South Florida. Our Investment Professionals have over 105 years combined experience managing our clients' Wealth Planning needs. Legacy is an Independent Firm offering no proprietary products or services. We offer our services from an Independent, Non-Biased and No Strings Attached business philosophy.

At Legacy our professionals offer investment services through several distinct Platforms including Professionally Managed Accounts, Mutual Funds, Individual Fixed Income Securities, Private Non-Traded REIT's, Insurance Products and more. Our approach to investment management varies according to our clients mandate, ranging from a purely broad-based strategic Asset Allocation approach through one of the Fee Based strategies offered through LPL Financial to customized Investment Portfolios based upon a specific strategy. Our clients range from Individuals, Non-Profit Organizations, Financial Institutions, and Corporations. Other services our professionals offer include Fee Based Financial Planning, Life Insurance Strategies, Tax Planning, Retirement Planning and Pension Services, and Charitable Planning Services.

If you are looking for an Investment Professional concerned about making recommendations "based upon what is in your best interest", please consider one of the Investment Professionals at Legacy Wealth Management. Please complete the "How to become a client" page or call us at 800-519-4015.

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, FL, GA , IL, KY, MA, MD, NC, NJ, NV, NY, OH, OK, TN, TX, VA.

Securities and Fee Based Planning Offered through LPL Financial. A Registered Investment Advisor Member FINRA/SIPC