Legacy Wealth Group is a financial advisory team serving clients in Goodyear and Sun City West, Arizona. The firm provides personalized guidance for individuals, families, businesses, nonprofits, and institutions, including retirees, healthcare professionals, women investors, endowments, and foundations. Its approach begins with understanding each client’s values, circumstances, and long-term objectives, then shaping financial strategies around their needs.

Services include financial and retirement planning, investment solutions, portfolio management, fixed income strategies, estate planning, charitable giving and trust guidance, and corporate retirement plans. Legacy Wealth also works with business owners and organizations to address their financial planning and investment needs. The team emphasizes attentive, customized advice and a collaborative approach, drawing on varied expertise to develop plans intended to support clients’ goals and help them move forward with clarity.

Legacy Wealth Group and Legacy Advisors are marketing names used by advisory teams of OneSeven, an SEC-registered investment adviser; advisory services are provided by OneSeven. Securities are offered through Fortune Financial Services, LLC, a FINRA/SIPC member and a separate entity from OneSeven.