Legacy Wealth Management Email Format

Financial ServicesFlorida, United States2-10 Employees

Legacy Wealth Management is a boutique financial services firm focused on helping clients pursue life goals through a combination of objective, independent investment guidance and comprehensive financial planning. Based in Fort Lauderdale, Florida, the firm also maintains a presence in Plantation, serving clients across South Florida and nationwide, backed by a team with more than 175 years of combined experience handling complex financial matters. Its mission centers on making a positive impact on clients and their families, anchored in integrity and transparency, with personalized planning and ongoing service that aim to exceed expectations. Securities are offered through LPL Financial, while investment advice is provided through LWM Advisory Services LLC, a registered investment adviser.

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