Legacy Wealth Planning Group is a full-service wealth management firm focused on helping individuals and families pursue their life goals through personalized financial planning and investment advice. The firm works with business owners, young and mid-career professionals, retirees, and their families, tailoring recommendations to each client’s circumstances, priorities, and future plans. Its services include comprehensive financial planning, portfolio management, investment guidance, and tax-aware strategies, supported by in-depth analysis of financial options, risks, and potential outcomes.

The firm also emphasizes family-focused planning, longevity, and legacy considerations, helping clients address issues that may affect their financial and personal well-being over time. As a fiduciary, Legacy Wealth Planning Group says it puts clients’ interests first and aims to provide clear advice about fees and financial decisions. Services are offered virtually to clients nationwide, with in-person travel appointments available upon request.

Charles Schwab serves as custodian for client assets. Advisory services are provided for a fee; the firm does not provide legal or tax advice