As a CPA, you are in a unique position to help your clients achieve their financial goals. You have the knowledge and expertise to help them with their taxes, investments, and retirement planning. However, there are some areas where you may not have the expertise or time to provide the best possible service to your clients. This is where Legacy Wealth Management can help.

Benefits of CPAs Creating an Alliance with Legacy Wealth Management

Legacy Wealth Management is a fiduciary financial advisor that specializes in working with CPAs and their clients. We offer a wide range of services, including:

  • Investment management

  • Retirement planning

  • Tax planning

  • Estate planning

  • Insurance

By partnering with Legacy Wealth Management, you can provide your clients with the comprehensive financial planning services they need to achieve their goals. You can also benefit from our expertise and resources, which will allow you to focus on your core competencies.

Benefits of an Alliance:

There are many benefits to CPAs creating an alliance with Legacy Wealth Management. Here are just a few:

  • Increased value for your clients: By offering comprehensive financial planning services, you can provide your clients with the peace of mind that comes from knowing that their financial future is in good hands.

  • Increased referrals: When you refer your clients to Legacy Wealth Management, you can be confident that they will receive the highest quality of service. This will lead to increased referrals and more business for you.

  • Reduced liability: As a fiduciary, Legacy Wealth Management is legally obligated to act in your clients' best interests. This means that you can reduce your liability by referring your clients to us.

  • Increased efficiency: By partnering with Legacy Wealth Management, you can free up your time to focus on your core competencies. This will allow you to spend more time with your clients and less time on administrative tasks.


If you are a CPA looking for a way to increase the value of your services and provide your clients with the comprehensive financial planning they need, then partnering with Legacy Wealth Management is the right choice for you. We offer a wide range of services, expertise, and resources that will allow you to provide your clients with the best possible service.

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.