Why Choose Legacy?

Our Story of Independence

Legacy Wealth Partners is an independent financial services firm. This means we are not beholden to Wall Street, corporate banks, or any insurance conglomerate. We are independent business owners who work solely in the best interests of our clients.

Although we are independent, we are not alone. Our firm is supported by one of the last independent financial solutions firms, Cambridge Investment Research, Inc. We choose to work with Cambridge because they share our values and commitment to independence. Through Cambridge, we have access to one of the largest product footprints in the industry and can better serve our clients.

Our Process

Our investment management process covers four key areas:

Investment Analysis

Client-focused and purpose driven
Independent research
Morningstar workstation

Estate Planning

Wealth preservation
Wealth distribution
Taxation

Retirement Planning

Customized retirement plans
RetireUp software analysis

Client Support

Ongoing communication
Investment education
Technology support

Integrated Technology

Our firm uses a cutting-edge suite of technology to better serve you. From investment research to performance reporting, each piece of our comprehensive tech stack was thoroughly vetted to help deliver a more seamless experience.