Welcome to Legacy

Everyone’s journey is different. Whether you are just beginning to find your way, or the world’s travels have brought you to your place in life, Legacy Wealth Management is ready to help you take the next step to secure your well-earned Legacy.

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Introducing: Financial Guided Discovery

Our way of working with clients and educating on our thoughts and strategy behind what we do and why we do it. It’s more than just saying “trust us”, Financial Guided Discovery means that your knowledge grows along with your portfolio.

A chart displaying Quiddity Discovery with four personality types: Protector, Facilitator, Dominator, and Abductor, positioned around a compass rose. Each type has a brief description: Protector as culture of entitlement and mistrust, Facilitator as culture of empowerment and opportunity, Dominator as culture of fear and manipulation, and Abductor as culture of apathy and low expectations. The chart emphasizes high support and high challenge areas. To the right, phrases include Collaboration, Goal Setting, Monitoring, and Conquering.

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TAX-SMART INVESTING

If done properly, investing can greatly benefit your tax plan. Our team is up to date with the latest strategies to help you maximize your tax savings.

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Graphic explaining opportunity funds, highlighting tax incentives allowing investors to defer capital gains taxes until 2027, with a background of mountain and terrain illustrations featuring a compass in the top right corner.