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About Legacy Wealth Planning Group

We are a full service wealth management firm dedicated to helping you reach your life goals. We specialize in comprehensive advice, tailored to each individual's unique circumstances and goals. We also understand that most investors are being underserved in their current relationship. Only a small fraction of advisors currently offer comprehensive advice: which is defined as personalized advice that addresses all financial and wealth management needs; demonstrates an intimate understanding of the client's lifestyle and goals; includes a financial plan; ensures clients understand the fees they incur; and always puts the client's best interest first. According to JD Power's 2023 Study, only 11% of advisors are currently offering this level of advice. The rest are only offering transactional advice (42%) and goals-based advice (47%). We understand that your needs are always our top priority, and as a Fiduciary we provide advisory services that are personalized for you, and always in your best interests. With Charles Schwab as our custodian we provide clients with access to the highest quality services and security. We provide our wealth management services virtually to our clientele nationwide, and travel to meet in person when requested.

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