Legacy Wealth Management

Financial ServicesUnited States11-50 Employees

Legacy Wealth Management is a boutique wealth management firm headquartered in Fort Lauderdale, FL. We help our clients pursue their life goals by providing objective, independent investment advice coupled with comprehensive financial planning. Our firm's locations serve clients living in South Florida and throughout the United States. Our team of professionals has over 175 years of combined experience working with complex financial matters.

Legacy Wealth Management’s mission is to have a positive impact on the lives of our clients and their families. This mission is grounded in the core values of integrity and transparency. We strive to fulfill on this every day by delivering personalized planning solutions and ongoing service that far exceeds clients’ expectations.

For more information about the services we offer and the investment professionals on our team, please see our website (lwmfl.com) or call us at 954-474-7100 or 800-519-4015 (toll free).

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, NC, ND, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TX, VA, WA.

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through LWM Advisory Services LLC, a registered investment advisor.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Third party articles have been obtained from sources believed to be reliable, but the accuracy of the information is not guaranteed.

The information contained in third party articles is general in nature and should not be construed as investment advice or as a recommendation of any investment or investment strategy or approach. Investors should consult with a financial advisor before investing.

Sign up for free to view info

Email Format Employee directory