Logo of Legacy Wealth Management Partnership featuring a blue and gray compass design with the words "Legacy Wealth Management Partnership" in navy blue and gray cursive.
Logo with a shield containing a lighthouse and the text 'Financial GPS' with 'GPS' in blue.

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.

A blue and white compass logo next to the text, 'Customized Investment Portfolios Blending Public and Private Market Solutions. Tax-Efficient & Designed For Your Risk Tolerance.'
Stylized handwritten text reading 'The freedom to explode'

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 diagram titled 'Guided Discovery' illustrating four leadership styles: Protector, Liberator, Abidicator, and Dominator, with descriptions and a compass rose indicating levels of support and challenge; alongside words 'Collaboration, Goal Setting, Monitoring, Conquering'.
Become A Client Today

TAX-SMART INVESTING

A poster about real estate investing, featuring a digital map of topographical lines and a compass rose on a dark blue background.

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.


A blue informational graphic about energy investing, featuring a stylized mountain and leaf design with a compass in the upper right corner, and white text discussing U.S. government-backed domestic energy production and tax incentives.
Information graphic about opportunity funds, with a mountain and compass background, explaining they allow investors to defer capital gains taxes until 2027.