# legacywealthpg.com - **Website:** - **Primary alias:** `legacywealthpg.com` ## Description 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. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idw7MpgjSX/w/180/h/180/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790443385273) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Cod Gray | #080808 | accent | | Tuna | #33343f | dark | | Tumbleweed | #dda374 | light | ## Fonts - avenir-lt-w01_35-light1475496 — asset _(custom)_ - Arial — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._